Discover Our Insights

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.

Treacherous markets fuel boom in outsourcing investment teams

Intro to OCIO

Industry Resources

Growth of OCIO

Robin Wigglesworth - Financial Times

August 11, 2021

The market for outsourced investment teams is “red hot” thanks to the darkening outlook for future returns, with allocators of capital increasingly delegating entire multibillion-dollar mandates to outside money managers.

Pension & Investment's Special Report Investment Outsourcing & 2021 OCIO Survey

Christine Williamson - P&I

June 28, 2021

The year ended March 31 was a strong one for OCIO managers, many of which had double-digit growth in assets under management thanks to a wave of new clients and strong performance.

2021 Outsourced Chief Investment Officer (OCIO) Survey with List of OCIO Providers

Chief Investment Officer Magazine

April 22, 2021

The overwhelming reason that institutional investors outsource investment management is a lack of internal resources.

Industry Events

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

Webinar: Navigating the Journey Towards Mission Alignment

Strategic Investment Group

September 7, 2021

Watch a replay of NACUBO’s webinar: “Navigating the Journey Towards Mission Alignment”.

P&I's Conferences: The Evolution of OCIO Virtual Series

November 2 - 4, 2021 | Virtual Event Back for a third successful year, P&I's all-inclusive OCIO conference will address the ‘why’ and the ‘how’ of the model and will share best practices on how to implement, evaluate, benchmark and evolve for the best outcomes.

AGB's 2022 Foundation Leadership Forum

January 30 – February 1, 2022 | Hyatt Regency Grand Cypress | Orlando, FL

AGB’s Foundation Leadership Forum is the only national conference that focuses on excellence in governance and leadership for foundation boards and chief executives.

Fiduciary Resources

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

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.

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.