Effective OCIO Oversight Series – Part III
What Does the Endowment Model Look Like for my Institution
The Endowment Model of asset allocation and investment selection is well known. It involves the heavily-weighted use of alternative asset classes, direct and illiquid investments, and limited use of core asset classes, which are usually indexed. At times this approach like any investment approach can produce varied results. But what if this approach is not entirely the best fit for your institution.
Effective OCIO Oversight Series – Part II
The How and When of Performing Searches
When an institution decides to move forward with an OCIO search, and after they have done the initial prep work, a plan for proceeding needs to be developed. There are different ways to proceed with an OCIO search to make the oversight process more effective for a given institution.
Effective OCIO Oversight Series – Part I
Importance of Starting with the End in Mind
An institution working through its board, investment and finance committees and staff has a significant challenge in meeting their fiduciary role and responsibilities in overseeing the selection and monitoring of their OCIO provider. Starting with the end in mind serves to make an effective OCIO oversight process.
Effective OCIO Oversight
Asking the Right Questions to Ensure More Effective OCIO Services
Do you have an OCIO provider or are considering implementing this model for your institution? Answer this questionnaire to help you determine whether you have effectively designed and implemented your oversight functions in ways that can vastly improve the benefits provided by your outsourcing partner and limit your risk exposure.
OCIO
Meeting the Challenges of Effective Implementation and Oversight
Properly implemented, outsourcing an investment program’s oversight can help a not-for-profit organization address a lack of internal resources, risk management challenges, the need for timely decision making, portfolio complexity and on-going pressure of cost reduction.