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Stay up to date with reports on industry developments, new thought pieces, and fresh ideas and insights from leaders and luminaries. Check back often, subscribe to our mailing list, and if you have questions or need information, please contact us.

Industry Resources

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

2022 Outsourced Chief Investment Officer (OCIO) Survey with List of OCIOs Providers

OCIO Selection

Industry Resources

Survey

Chief Investment Officer Magazine

April 28, 2022

Better risk management is the top reason that asset allocators farm out their investment management, according to our 2021 Outsourced Chief Investment Officer Survey.

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.

The Widespread Impact of OCIO Growth

Intro to OCIO

Industry Resources

Growth of OCIO

Chestnut Advisory Group

January 25, 2022

In this report, Chestnut Advisory Group, examines the industry trends driving OCIO growth and discusses steps asset managers and OCIOs can take to ensure their firms benefit from this growth.

Industry Events

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

April 12 – 14, 2022 | Virtual Event

The 2022 AGB National Conference on Trusteeship will set the table for the governance work of strategic transformation.

Fiduciary Resources

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

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.

Toolkit: Workbook

OCIO Oversight

Fiduciary Resources

Toolkit

Strategic Investment Group

August 31, 2021

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.

Search Consultant List

Strategic Investment Group

July 26, 2021

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.

Discover Our Insights

Industry Resources

2022 Outsourced Chief Investment Officer (OCIO) Survey with List of OCIOs Providers

Endowment Management for Higher Education (EMHE) - Second Edition

The Widespread Impact of OCIO Growth

Industry Events

AIMSE 45th Annual Conference

NACUBO's 2022 Endowment Leadership Forum

AGB's 2022 National Conference on Trusteeship

Fiduciary Resources

AGB Trusteeship Podcast: Endowment Management for Higher Education

Toolkit: Workbook

Search Consultant List