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 »
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 TPA is, how it compares to traditional asset allocation, and why it might be more evolution than revolution.
Total Portfolio Approach (TPA): A Primer for Institutional Investors Read More »
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 »
OCIO assets are expected to reach $4.2 trillion by 2028. Learn the secrets of a great OCIO RFP – and when you might not need one.
OCIO RFP Secrets: An Investment Committee Guide to the Search Process Read More »
