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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.

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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NACUBO's 2024 Endowment Leadership Series

Industry Events

Higher Education; Governance

December 18, 2023

February 8–April 18, 2024 | Online | See Schedule for Details In conjunction with the release of the 2023 NACUBO-Commonfund Study of Endowments and in celebration of the 50th anniversary of NACUBO’s endowment study, NACUBO will again offer a biweekly series exploring endowment fundamentals in 2024...

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Confluence Philanthropy's 2024 Practitioners Gathering

Industry Events

ESG; Impact Investing

December 17, 2023

March 5, 2024 | Denver, CO Confluence Philanthropy's Annual Practitioners Gathering brings member delegates together with foundation leaders, high-net-worth individuals, and investment advisors who are working at the cutting edge of investing.

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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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