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Our Fiduciary Focus educational series is your resource for information about not-for-profit institutional investing, board governance, OCIO services and more. Learn best practices and industry trends that improve your operations and advance your organization’s mission.

Asset Allocation PDF cover image

Asset Allocation Factors for Mission-Focused Investors

Determining an optimal asset allocation for your organization is an essential step in the investment process. This article explains the factors mission-focused investors should consider when developing an asset allocation.

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GIPS PDF cover image

A Quick Guide to the Global Investment Performance Standards (GIPS®)

The GIPS standards provide a framework for calculating and presenting investment performance. Investors and managers can then use this universal set of standards across borders and asset classes.

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OCIO 101: Transparency in Performance and Fee Reporting

The best way to build trust is through transparency – especially in the reporting of investment performance and fees. This article examines the transparency investors should seek from their OCIO.

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OCIO 101: Why Organizations Are Outsourcing Their Investment Operations

This article provides an introduction to the Outsourced Chief Investment Officer (OCIO) service offering, including discussions of key aspects of the OCIO model and reasons why not-for-profit organizations may consider hiring an OCIO partner to assist with their fiduciary responsibilities.

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Spending Policies for Endowments and Foundations

This piece is a guide for not-for-profit fiduciaries tasked with developing spending policies for their organizations. In it, we examine different types of spending policies intended to help decisionmakers find the right balance between investment returns and annual spending.

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OCIO 101: How Do OCIOs Compare to Traditional Investment Consultants?

This article compares the OCIO offering to the traditional investment consultant model that is common throughout the not-for-profit industry.

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