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Industry Resources

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

CFA Institute: Let’s Find Out How to Measure OCIO Performance

Performance Measurement

GIPS

Larry Light - Chief Investment Officer Magazine

July 25, 2022

Outsourced CIOs are a fast-growing part of the financial world, enabling asset allocators to farm out investment management. But how can institutions gauge the track records of OCIOs, a disparate group with wide-ranging approaches to investing?

CFA Rounds Up Working Group to Help Develop GIPS Standards for OCIOs

OCIO Oversight

Industry Resources

GIPS

Performance Reporting

Governance

Justin Mitchell - FundFire

July 22, 2022

The CFA Institute has assembled a working group to help it decide on a method to measure the performance of outsourced chief investment officer, or OCIO, firms based on the Global Investment Performance Standards, known as GIPS.

CFA Signs Up 40 Firms to Follow Its Diversity, Equity and Inclusion Code

OCIO Oversight

Industry Resources

DEI

Michael Katz - Chief Investment Officer Magazine

July 15, 2022

Since its launch in February, the Chartered Financial Analyst Institute’s Diversity, Equity and Inclusion Code has enlisted 40 companies, representing approximately $17 trillion in assets, along with the CFA itself and the CFA societies in Boston and Montreal.

Industry Events

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

ESG in VC: Moving Beyond Talk to Action

August 24, 2022 | San Francisco, CA Hosted by Venture Forward, NVCA, PitchBook, and the Nasdaq Entrepreneurial Center, this educational workshop aims to move the ESG conversation beyond simply talking about what ESG is and why it’s important to focus on practical strategies and guidance on how VC investors are taking action.

NACUBO'S 2022 Annual Meeting

OCIO Oversight

Industry Events

Higher Education; Governance

June 1, 2022

July 16 - 19, 2022 | Gaylord Rockies Resort | Denver and Online

NACUBO is excited to reconvene our members as we host the NACUBO 2022 Annual Meeting in Denver.

AIMSE 45th Annual Conference

Intro to OCIO

Industry Events

Investment Management

April 21, 2022

April 24 – 26, 2022 | Orlando, FL AIMSE has put together an engaging agenda featuring key players in our industry who will discuss strategies for thriving in a challenging marketplace.

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

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.

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.