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.

OCIOs Unpack Blockbuster Year for Equities

Some firms offering outsourced chief investment officer, or OCIO, services are plotting their next moves after a year of remarkable equity returns which some firms may use to separate themselves from the pack.

OCIO Search Consultants See Activity Increase As Institutions Focus On Discretionary Services: Survey

The majority of search consultants expect to see an increase in discretionary advisor searches over the next year, according to a new survey.

More Foundations Turn to OCIOs while Demanding Collaboration

A new study shows more private and community foundations are using outsourced CIO services, but people in the space say clients also want some customization.

Industry Events

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

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.

67th Annual Employee Benefits Conference

October 17- 20, 2021 | Virtual Event The International Foundation of Employee Benefits Plan is committed to helping you meet the upcoming challenges, providing a source for unbiased, impartial information on the key issues you face while supporting your benefit funds.

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”.

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.