Outsourced CIO | Insights Blog
Commonfund OCIO recently hosted a roundtable luncheon in Seattle, WA, for local nonprofit leaders. During our time together, we discussed how institutions can attain intergenerational equity in their...
Outsourced CIO | Articles
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
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 | Insights Blog
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 | Articles
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...
Outsourced CIO | Articles
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
“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...
Outsourced CIO | Articles
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
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
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...
Outsourced CIO | Articles
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...