Fiduciary Resources

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.

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.

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.

The OCIO model provides an organization’s investment committee (or its equivalent) with these three inherent advantages of having an internal chief investment officer. 

Answer these questions. A total score of 50 points or more indicates that OCIO could be an effective solution for your organization.

At the request of representatives of numerous institutional investors that collaborated with us in creating this website, we have put together a list of those search consultants of which we are aware. 

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.

We recommend that you request fee information in a format that makes it easier to assess many of these factors. 

Request OCIO performance information in the manner that is most helpful to the investment committee.  This toolkit highlights best practices in OCIO performance reporting.

In this toolkit, we provide some detailed considerations for the organization to determine before looking for an OCIO.