At the Accelerate Investors Summer Investor Insights Summit in Chicago, I moderated a panel titled “Inside the OCIO Playbook” with Hannah […]
Inside the OCIO Playbook: What Allocators Can Learn from How OCIOs Think Read More »
As more endowments, foundations, and other institutional investors consider OCIO (Outsourced Chief Investment Officer) partnerships, a common question comes up
Finding the Right Balance: Customization and Standardization in OCIO Solutions Read More »
The OCIO market continues to evolve. Historically, defined benefit pension plans were a primary driver of OCIO growth. Today, many
OCIO Growth is Shifting Toward Family Offices: Key Governance Considerations Read More »
Anna Tabke, CFA, CAIA, served as a featured speaker at a private investment conference that brought together CFOs from nonprofit
Maximizing Mission Through Investment Returns Starts with Governance Read More »
A lot of us love sorting things. It can feel good to bring order to chaos while making comparisons easier.
OCIO Provider Comparison: Why Size Isn’t the Only Factor Read More »
How Leita’s structured DDQ process helps fiduciaries evaluate OCIOs more effectively — prioritizing alignment, transparency, and long-term fit.
Cresset’s combination with Monticello is the latest in a wave of consolidation among OCIO and consulting firms. For fiduciaries, these changes raise important governance questions. What should Investment Committees do when their OCIO is acquired?
Your OCIO Got Acquired? Next Steps for Fiduciaries Read More »
