Fiduciary Resources

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

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

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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!

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)

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.

Endowment Management for Foundations and Nonprofits (EMFNP)

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.

AGB Trusteeship Podcast: Endowment Management for Higher Education

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.

Endowment Management for Higher Education (EMHE) - Second Edition

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.

Toolkit: Workbook

OCIO Oversight

Fiduciary Resources

Toolkit

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.

Toolkit: Three Defining Features of an OCIO

Intro to OCIO

Fiduciary Resources

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.

Fiduciary Resources

Deep Dive Educational Module 1: Investment Governance Models

Deep Dive Educational Module 2: Get to Know OCIO

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

Deep Dive Educational Module 4: Finding the Right OCIO

Assessment: Status Quo or OCIO?

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

Timeless Strategies of Highly Effective Investment Committees: A Conversation with Charley Ellis

Endowment Management for Foundations and Nonprofits (EMFNP)

AGB Trusteeship Podcast: Endowment Management for Higher Education

Endowment Management for Higher Education (EMHE) - Second Edition

Toolkit: Workbook

Toolkit: Three Defining Features of an OCIO