The Seeker
Sharing insights for fiduciaries seeking better long-term partnerships
Welcome to The Seeker
Leita means to seek
This is Leita Advisory’s lens on the evolving world of institutional investing. This is our space to share fresh insights, enduring investment principles, and best practices as we work with organizations and OCIOs across the country.
We chose the name Leita Advisory to reflect our purpose as a firm: helping fiduciaries seek clarity, alignment, and long-term value in their investment relationships.
Recent Insights
Total Portfolio Approach (TPA): A Primer for Institutional Investors
CalPERS’ adoption of the Total Portfolio Approach (TPA) has put a spotlight on a governance model that rethinks how institutional portfolios are constructed and managed. This primer breaks down what…
OCIO Provider Comparison: Why Size Isn’t the Only Factor
A lot of us love sorting things. It can feel good to bring order to chaos while making comparisons easier. Just look at the popularity of Marie Kondo. The same…
OCIO Search Consultant Secrets: Why Leita Uses a Due Diligence Questionnaire
How Leita’s structured DDQ process helps fiduciaries evaluate OCIOs more effectively — prioritizing alignment, transparency, and long-term fit.
Chief Investment Officer: Anna Dunn Tabke on the New Tax Landscape for Endowments
Leita was featured in Chief Investment Officer discussing how new federal tax rules and liquidity pressures could push more universities toward the OCIO model.
FundFire: Anna Dunn Tabke on the Cresset Monticello Merger
Cresset’s merger with Monticello is the latest in a wave of OCIO and investment consulting firm consolidation. Read Anna Dunn Tabke’s perspective in FundFire.
Your OCIO Got Acquired? Next Steps for Fiduciaries
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…
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