Oversight of the asset management of institutional asset pools, including foundations, endowments and reserves, is becomingly increasingly complex. The events of 2020 expanded the need to have rock-solid fiduciary governance in place, as boards, committees and finance staff are challenged to re-visit their asset management approach, especially when it is outsourced to an OCIO provider. It is all the more necessary to carefully assess the asset allocation, investment options, expected returns, risk management metrics, the supporting servicing and, of course, fees. Their collective impact on meeting the spending and liquidity
needs of an institution is paramount in assisting an entity to function and fulfill its mission.
Read more here about the approach PlanPILOT took with a mid-sized educational institution, highlighting the objectives and key issues encountered, the actions taken, and outcomes produced to enhance their OCIO oversight.