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Industry Resources

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

OCIOs Bet on ESG Know-How to Win Over Nonprofits

Industry Resources

ESG

Justin Mitchell - FundFire

August 10, 2022

Environmental, social and governance expertise is increasingly becoming a trump card for outsourced chief investment officers, or OCIOs, looking to gain traction with nonprofits in a crowded marketplace.

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.

Industry Events

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

AGB's 2023 Foundation Leadership Forum

January 29 – 31, 2023 | San Antonio Marriott Rivercenter | San Antonio, TX AGB’s Foundation Leadership Forum focuses on the role of foundation boards as strategic partners supporting the success of institutional presidents, advancement leaders, students, and communities.

NACUBO's Fundamentals of College and Nonprofit Endowments

February 9, 2023 | 2–3:15 pm ET | Online | Complimentary Session from NACUBO's 2023 Endowment Leadership Series

This session explores the basic structure of endowments and covers how they are managed to support current operations without shortchanging the future.

NACUBO's 2023 Endowment Leadership Series

OCIO Oversight

Industry Events

Higher Education; Governance

November 10, 2022

February 9–April 20, 2023 | Online | See Schedule for Details Building on the online series originally launched in 2021, NACUBO will again offer a biweekly series exploring endowment fundamentals in 2023

Fiduciary Resources

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

Endowment Management for Foundations and Nonprofits (EMFNP)

Investment Management

Nicole Wellmann Kraus with Valentina Glaviano and Jay A. Yoder

January 18, 2023

In this new volume, Nicole Wellmann Kraus advances our understanding of effective strategic oversight of endowments to strengthen the prospects for investment success and organizational financial health, as she sheds light on the demands of a sector in disruption.

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.

Endowment Management for Higher Education (EMHE) - Second Edition

Nicole Wellmann Kraus with Valentina Glaviano and Jay A. Yoder

February 11, 2022

In this new, second edition of Endowment Management for Higher Education, Nicole Wellmann Kraus advances our understanding of effective strategic oversight of endowments to strengthen the prospects for investment success and institutional financial health, as she sheds light on the demands of a sector in disruption.