OCIO Myths Debunked – Part V
More Than Asset Management
Many institutions still perform many of the administrative functions over their asset pools internally. However, there are a number of services outside the investment management over an asset pool that an OCIO provider can assist with.
OCIO Myths Debunked – Part IV
Doing Good vs Doing Well
Many institutions have missions they are on focused on. These are often educational and service oriented in nature. We review the debate over doing good via social investing versus doing well from an investment return and risk perspective.
OCIO Myths Debunked – Part III
One Size Fits All
While the focus of investors tends to be on choosing investment managers and security selection, it has been well documented that asset allocation is really where the rubber meets the road. We review the continued applicability of the so-called endowment model.
How Institutions and OCIOs are Evolving From the Pandemic
Lessons Learned to Moving Forward
Pandemic is an unusual event with many unpredictable aspects. Institutions are recognizing now is a great time to review and re-assess their long-term view. Ask yourself some important strategic questions: Has your mission changed due to this pandemic? Have your investment objectives changed? Has your risk/return profile changed? Has your liquidity profile changed?
OCIO Myths Debunked – Part II
Return Vs. Risk Trade-Offs in OCIO
Institutions with long-term asset pools face challenges in setting realistic expectations and managing spending plans. We review the long-term versus short-term return and risk trade-offs that we observe institutions have about the OCIO model.
OCIO Myths Debunked – Part I
Fear of Outsourcing to OCIO
Do you have concerns about outsourcing your CIO? We review various myths and concerns that we observe institutions have about the OCIO model and how to effectively address these concerns to produce better outcomes.
Effective OCIO Oversight Series – Part V
Benefits of Using an Independent Consultant
An independent, objective and experienced consultant can lead an institution through the evaluation and selection of an OCIO provider. This paper discusses the benefits of hiring someone to assist your institution with this important, but complex process.
Effective OCIO Oversight Series – Part IV
Practical Keys to Finding the Right Provider
Good construction of an RFP or RFI involves asking not only good questions, but in the appropriate quantity. In addition, it’s important to consider how many people should be involved in the evaluation & whom. This paper discusses some practical applications of making the OCIO search and review process work more efficiently.