Outsourced CIO | Insights Blog

Top Ten Tips for Better RFPs

A tightly run RFP process can help ensure your organization will find an ideal investment partner to help you fulfill your organization’s mission. As the second installment of our blog series on the...
Governance And Policy | Insights Blog

Should We Issue an Investment Manager RFP? 7 Key Considerations

Best practice for nonprofits is to issue a Request for Proposal (“RFP”) for an investment management partner every market cycle. Typically, that is at least every 7 to 10 years, or as it is...
Outsourced CIO | Videos

Your Video Guide to Investment Outsourcing

Watch this short video on investment outsourcing by Keith Luke as he discusses the growth of the outsourced-CIO industry and steps for institutions to take when implementing an outsourced CIO.  
Governance And Policy | Articles

Outsourcing: Writing Your RFP

Once an institution decides to pursue the outsourced CIO or investment office option, it usually leads to the creation of a request for proposal, or RFP.  Considering that the outsourced model is a...
Outsourced CIO | Insights Blog

5 Key Questions: Comparing Fees of OCIO Providers

The market for Outsourced Chief Investment Officer (“OCIO”) services has boomed over the last decade.  Today, OCIO assets under management are by some estimates nearly $1.5 trillion, 2.5 times the...
Governance And Policy | Videos

Commonfund Partner Spotlight | Widener University

Commonfund Managing Director and Head of Strategic Solutions, Tim Yates, interviews Dr. Julie Wollman, President of Widener University. In this wide-ranging discussion Dr. Wollman describes how...
Investment Strategy | Insights Blog

Five Questions to Ask Your Advisor: Costs of Portfolio Management

Costs matter. With expectations for lower market returns over the coming years, every basis point of net performance is particularly important. Furthermore, the compounding effect of high fees can...
Outsourced Cio | White Papers

Commonfund's Guide to Outsourcing

With limited time during the year, maximizing effectiveness is key for your committee. Many nonprofit investors are pursuing outsourcing their CIO to a fiduciary partner who can dedicate the...
Investment Strategy | Insights Blog

A Gap In Reality

With the release of the annual NACUBO-Commonfund Study of Endowments (NCSE) comes the obligatory comparison of 1-year returns. “How did we do relative to the 12.2 percent average return” is a...
Governance And Policy | Insights Blog

When Leaks Turn into Floods: Challenges Facing Higher Education

2017’s tax legislation is the latest in a growing list of challenges facing higher education. The new excise taxes on endowment earnings of the largest private universities, coupled with the...
Outsourced CIO | Insights Blog

A Primer on Outsourced Investment Management

Once seen primarily as a solution for small institutions with limited resources, outsourcing of the investment management function is now widespread, with a broad range of long-term investors –...
Outsourced Cio | White Papers

Outsourced Investment Management: An Overview for Decision Makers

An institution’s decision to work with an OCIO provider will likely depend on several factors. Learn more on on Outsourced Investment Management by...
Investment Strategy | Articles

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...
Investment Strategy | Articles

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...
Outsourced CIO | Insights Blog

The Billion Dollar Dilemma - What is the Right Governance Model for your Institution?

Finding the right investment governance model for your institution isn’t about size. In the hyper-competitive world of endowment management, something curious happens when the word used to describe...
Outsourced CIO | Insights Blog

Top Ten Risks for Practicing CIOs

A Chief Investment Officer’s primary responsibility is to identify and clearly communicate his/her portfolio’s risks to his/her Board, Investment Committee and/or client(s).  About eighteen months...
Outsourced CIO | Insights Blog

Deciding on an OCIO Provider: Three Factors to Consider

There are three main factors an institution will need to weigh in deciding if working with an OCIO provider is right for them. Those are: Degree of Discretion: What role do the institution’s board...
Governance And Policy | Insights Blog

What is an OCIO?

Outsourced investment management, once primarily a solution for small institutions with limited resources, is now used by a broad range of long-term investors. When properly implemented, outsourcing...
Governance And Policy | Insights Blog

Six Key Questions To Ask OCIO Providers

“Outsourced CIO” (or OCIO) is a term that might not be familiar to many. In the past it has been defined as a traditional consulting model in which the process of interviewing potential investment...
Governance And Policy | Insights Blog

Calculating Investment Management Costs

The following methodology may be of use in helping you to understand more fully what your organization pays for investment management costs. Identify the fees you pay at the overall portfolio level...
Outsourced CIO | Insights Blog

5 Things to Consider When Choosing an OCIO

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. The...
Outsourced CIO | Articles

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...
Outsourced CIO | Articles

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...
Outsourced CIO | Articles

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...
Investment Strategy | Articles

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...