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Industry Resources

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

What Every New OCIO Needs to Get Right

Industry Resources

Benefits of Outsourcing

Marco Della Torre - Forbes Councils Member - Forbes

January 28, 2026

Practical checklist for new OCIOs: investment strategy discipline, transparent communication, and culture that builds trust. A concise read on setting up the OCIO function for long-term success.

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CIO Magazine's 2025 OCIO Survey

Industry Resources

Chief Investment Officer Magazine

September 22, 2025

Nearly half (46%) of institutional asset owner organizations currently outsource, and 2% plan to do so in the next 12 months, according to the 2025 CIO Outsourced Investment Manager Survey.

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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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Industry Events

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

2026 AGB National Conference on Trusteeship

Industry Events

Higher Education; Governance

January 22, 2026

March 28-30, 2026 | Gaylord Rockies Resort & Convention Center | Denver, CO Join the 2026 AGB National Conference on Trusteeship to explore fresh approaches to governance and leadership.

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2026 NACUBO Endowment Leadership Series

Industry Events

Higher Education; Governance

Endowment Management

December 16, 2025

February 17–March 12, 2026 | Online Aligned with the release of the 2025 NACUBO‑Commonfund Study of Endowments, this online series offers nine webinars exploring essential and advanced endowment topics

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2026 Foundation Leadership Forum

Industry Events

Higher Education; Governance

December 15, 2025

February 1-3, 2026 | Hilton San Diego Bayfront | San Diego, CA Join the 30th Annual Foundation Leadership Forum, where foundation board members and institutional leaders will connect, share insights, and strengthen strategies to elevate board leadership and advance institution‑foundation partnerships.

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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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