Webinar: CFA Institute’s GIPS® Standards Proposed Guidance for OCIO Strategies OCIO Oversight | Fiduciary Resources September 28, 2023 Replay and slides from CFA Institute’s Webinar on the Exposure Draft of the Guidance Statement for OCIO Strategies Now Available! Read More
Timeless Strategies of Highly Effective Investment Committees: A Conversation with Charley Ellis Fiduciary Resources Investment Committee By Association of Governing Boards of Universities and Colleges (AGB) June 6, 2023 How do you develop and sustain an effective investment committee? Hear from expert Charles “Charley” D. Ellis, Founder of Greenwich Associates and Former Chairman of the Yale Endowment, interviewed by Nikki Kraus, President and Chief Client Officer, Strategic Investment Group. Read More
Endowment Management for Foundations and Nonprofits (EMFNP) OCIO Oversight | Fiduciary Resources Oversight, Governance, Foundations, Nonprofits, Investment Management By Nicole Wellmann Kraus with Valentina Glaviano and Jay A. Yoder January 18, 2023 In this new volume, Nicole Wellmann Kraus advances our understanding of effective strategic oversight of endowments to strengthen the prospects for investment success and organizational financial health, as she sheds light on the demands of a sector in disruption. Read More
AGB Trusteeship Podcast: Endowment Management for Higher Education OCIO Oversight | Fiduciary Resources Investment Committee, Governance, Higher Education By Nikki Kraus, Horacio Valeiras, and David Bass May 18, 2022 In AGB’s newest podcast episode, David Bass, and Horacio Valeiras discuss how the environment in which investment committees operate today is different from the pre-pandemic era and some of the most significant lessons learned in recent years. Read More
Endowment Management for Higher Education (EMHE) - Second Edition OCIO Oversight | Fiduciary Resources Oversight, Governance, Higher Education, Endowment, Investment Committee By Nicole Wellmann Kraus with Valentina Glaviano and Jay A. Yoder February 11, 2022 In this new, second edition of Endowment Management for Higher Education, Nicole Wellmann Kraus advances our understanding of effective strategic oversight of endowments to strengthen the prospects for investment success and institutional financial health, as she sheds light on the demands of a sector in disruption. Read More
Toolkit: Workbook OCIO Oversight | Fiduciary Resources Toolkit By Strategic Investment Group January 19, 2022 We offer this collection of toolkits on key topics as a resource for institutional investment committees, business leaders and industry professionals interested in the OCIO business model and best practices. Read More
Toolkit: Three Defining Features of an OCIO Intro to OCIO | Fiduciary Resources By Strategic Investment Group July 26, 2021 The OCIO model provides an organization’s investment committee (or its equivalent) with these three inherent advantages of having an internal chief investment officer. Read More
Assessment: Status Quo or OCIO? Intro to OCIO | Fiduciary Resources Toolkit By Strategic Investment Group July 26, 2021 Answer these questions. A total score of 50 points or more indicates that OCIO could be an effective solution for your organization. Read More
Toolkit: OCIO Implementation Systems OCIO Selection | Fiduciary Resources Implementation, Toolkit By Strategic Investment Group July 19, 2021 OCIOs offer different “implementation systems” (ways of deploying client assets) that vary in customization from least to most customized as follows: Single Fund, Hybrid, and Fully Customized. Read More
Toolkit: Legacy Assets OCIO Selection | Fiduciary Resources Legacy Assets, Toolkit By Strategic Investment Group June 21, 2021 It’s important to understand how an OCIO will handle the organization’s existing investments – commonly referred to as “legacy assets.” Read More
Toolkit: OCIO Fees Template OCIO Selection | Fiduciary Resources Fees, Toolkit By Strategic Investment Group June 10, 2021 We recommend that you request fee information in a format that makes it easier to assess many of these factors. Read More
Toolkit: Performance Reporting OCIO Selection | Fiduciary Resources Performance Reporting, Toolkit By Strategic Investment Group June 7, 2021 Request OCIO performance information in the manner that is most helpful to the investment committee. This toolkit highlights best practices in OCIO performance reporting. Read More