Governance & Outsourcing

Cutting Through the Confusion in OCIO Fees

Ways to navigate the confusion around fees in the OCIO industry and tools for successfully assessing fees of OCIO providers.

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OCIO Performance Measurement and Analysis

Lack of uniformity in performance reporting standards among Outsourced CIO (OCIO) providers has made comparing their performance a difficult task.

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The Art and Science of Manager Termination

Deciding when and why to terminate an investment manager is one of the most difficult judgments that fiduciaries must make.

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OCIO RFPs – Are You Asking these Key Questions?

RFPs for Outsourced CIOs often fail to ask some critical questions about the qualifications of the outsourcer and the nature of the relationship between the outsourcer and its clients.

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Beyond Manager Beauty Contests

At the end of the manager selection process, many investment committees conduct a final round of interviews, the so-called “beauty contest,” disliked by many managers because of its superficiality.

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Common Symptoms of Poor Governance

Poor governance by investment committees and asset management organizations often takes the form of other maladies, such as high turnover, high costs, performance-chasing, or rigid and counterproductive decision rules.

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Developing A Culture of Good Governance

A culture of good investment governance is based on the shared objectives, mutual respect, judgment, and experience of the group of people working together to fulfill fiduciary responsibilities.

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Does Outsourcing Mean I Lose Control?

Hiring an outside firm to assume the day-to-day oversight of investment management may seem to require losing control of the investment function.

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Five Core Principles of Long-Term Investing

Sound investing principles can provide guidance during market upheavals, help maintain policy discipline, and ward off the temptation to follow ill-founded trends.

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Outsourcing Defined Benefit Plans

Over the past two decades, plan sponsors have accepted the outsourcing of defined contribution plan functions as the best way to manage such plans.

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Take Control Through Outsourcing

This edition of fiduciary insights highlights the many ways in which an outsourced CIO can help overstretched and under-resourced fiduciaries shoulder their complex responsibilities.

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