The Misperception of Illiquid Investments
With many market participants expecting low nominal returns across traditional asset classes in the coming years, the challenge of structuring a portfolio to achieve CPI +5%, or long-term purchasing...
CIO Roundtable: Is the Endowment Model a Crowded Trade?
Stuck in the past or ever-evolving? The endowment model gets a hard look eight years into the current market cycle. With core tenets of the endowment model seemingly under stress for the last several...
Multi-Asset Investing: Form Follows Function
The design axiom captures the purpose of multi-asset investing Interest in multi-asset investing is growing and the inflows confirm it: Institutional assets committed to multi-asset investing are...
Of Apples, Oranges and Onions: Assessing OCIO Performance and Fees
Nearly all CFOs and investment committees consider it. And more than ever are acting upon it: investigating the possibility of an Outsourced CIO (OCIO) to manage their institution’s investments. When...
Nonstop Nonprofit-Dedicated OCIO
Why an OCIO that's dedicated to serving nonprofits may be preferable to a general practitioner As the OCIO model has evolved and expanded in recent years, a number of financial providers have entered...
6 Keys to Choosing the Right Outsourced CIO
Today, few OCIOs that serve nonprofits are total institutional partners. Six questions can help you find one who takes a holistic approach. Not long ago, the definition and scope of an “Outsourced...