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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