Fiduciary Resources

Access to tools designed specifically to help investment committees (or their equivalents) clarify and fulfill their fiduciary responsibilities.

Deep Dive Educational Module 1: Investment Governance Models

Fiduciary Resources

Institutional investing involves many moving parts. Some investment committees handle the process in-house, while others outsource or take a hybrid approach. Learn how other investment committees address their fiduciary responsibilities and figure out which "gear" is right for your organization.

Read More

Deep Dive Educational Module 2: Get to Know OCIO

Fiduciary Resources

Understand why Outsourced Chief Investment Office model has become an important and effective investment solution for many organizations.

Read More

Deep Dive Educational Module 3: OCIO vs. Other Outsourcing Options

Fiduciary Resources

Many large financial services firms have entered the outsourcing market with a wide range of products and services. Increased outsourcing presents both benefits and challenges. This module is designed to help investment committees understand how the various options compare.

Read More

Deep Dive Educational Module 4: Finding the Right OCIO

Fiduciary Resources

Not all OCIOs are the same! Whether an organization hires a consultant or conducts its own search, finding the right OCIO requires preparation and effective due diligence.

Read More

Webinar: CFA Institute’s GIPS® Standards Proposed Guidance for OCIO Strategies

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

Association of Governing Boards of Universities and Colleges (AGB)

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)

Fiduciary Resources

Investment Management

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

Fiduciary Resources

Investment Committee

Higher Education

Nikki Kraus, Horacio Valeiras, and David Bass

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

Fiduciary Resources

Higher Education

Investment Committee

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

Fiduciary Resources

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

Fiduciary Resources

Strategic Investment Group

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?

Fiduciary Resources

Strategic Investment Group

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

Read More