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Industry Resources

White papers and other targeted analysis from a range of knowledgeable contributors.

Pensions & Investment's Special Report Investment Outsourcing & 2024 OCIO Survey

Industry Resources

Amid an expected pickup in consolidation for outsourced CIOs, top providers -- overseeing a mix of corporate, nonprofit and healthcare plan assets -- insist that scale is a friend, capable of accelerating their own growth while delivering better value for clients.

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CIO Magazine's 2024 OCIO Survey with List of OCIO Providers

Industry Resources

Chief Investment Officer Magazine

The long-term trend of shipping out investment management appears to have slipped for asset allocators, despite several large outsourcing arrangements being announced in recent months.

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Building Blocks and Costs of an Internal Investment Office

Industry Resources

Strategic Investment Group

February 21, 2024

Managing an investment office for institutional investors can be a complex and costly endeavor.

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Industry Events

Because connection is important... discover opportunities to connect in person and online with other industry participants.

2025 National Conference on Trusteeship

Industry Events

Governance; Higher Education

March 31-April 2, 2025 | Chicago Marriott Downtown Magnificent Mile | Chicago, IL Join the AGB 2025 National Conference on Trusteeship to raise your sightlines and reset your feet to govern for excellence.

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AGB's 2025 Foundation Leadership Forum

Industry Events

Governance; Higher Education

December 20, 2024

January 29 – 31, 2025 | Marriott Marquis | Washington, DC AGB’s Foundation Leadership Forum provides a unique opportunity for foundation trustees and staff leaders to focus on the fundamentals of foundation governance and explore emerging issues and innovative practices with sector leaders and industry experts.

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AGB's 2024 Foundation Leadership Forum

Industry Events

Higher Education

December 18, 2023

January 28 – 30, 2024 | InterContinental Los Angeles Downtown | Los Angeles, CA AGB’s Foundation Leadership Forum provides a unique opportunity for foundation trustees and staff leaders to focus on the fundamentals of foundation governance and explore emerging issues and innovative practices with sector leaders and industry experts.

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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.

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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.

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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.

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