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OCIO – Case Study Due Diligence

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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.

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OCIO – Whitepaper – Discerning The Role Of Qualitative V. Quantitative Assessments In OCIO Due Diligence And Oversight

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There is a significant difference in the approaches of OCIO provider due diligence. The more traditional focus relies heavily, sometimes exclusively, on quantitative measures. Quantitative measures usually focus on returns and fees. While these are important of course, they contain substantial limitations that can impair effective OCIO due diligence and lead to poor outcomes.
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4 Steps Plan Sponsors Can Take To Help Improve Retirement Outcomes For Participants

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By Mark Olsen, Managing Director at PlanPILOT

Providing an attractive benefits package for your employees is a great way to establish a supportive company culture, retain talented people, and help your employees build financial security for their futures. But plan sponsors take on significant responsibilities when offering retirement plans to employees. These responsibilities include, but are not limited to:

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What Plan Sponsors Need To Be Doing To Fulfill Their Obligations, Minimize Risk, And Guard Against The Possibility Of Litigation

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By Mark Olsen, Managing Director at PlanPILOT

When you offer retirement and healthcare plans to your employees, you’re giving them much more than just a supplement to their paycheck. You’re helping them build foundational security to protect themselves and their families. Great benefits packages often encourage loyalty from your team so they work for you for years to come—which is good for both you and them. 

But plan sponsors have a lot to manage and are actually taking on risk by offering these benefits. Fulfilling your obligations as a plan sponsor is complex because there are rules and regulations you must follow, even though you’re not an expert in this area. And because these plans are designed to offer security, individuals and families may come after you if they find their security needs have not been met. 

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