Newly Published "Endowment Management for Higher Education" Co-authored by Nikki Kraus and Hilda Ochoa-Brillembourg

Strategic’s Nikki Kraus, Managing Director and Global Head of Client Development and Hilda Ochoa-Brillembourg, Founder and Chairman, teamed up with the Association of Governing Boards of Universities and Colleges, an organization focused on governance in higher education, to publish Endowment Management for Higher Education.

This book provides insights and guidance into the always important topic of investment committee governance.  The title focuses on higher education endowments and their investment committees, but the majority of the book applies to anyone who shoulders the fiduciary responsibility of overseeing an institutional asset pool. The book covers a range of topics, including:

  • Defining best practices in investment committee governance and identifying landmines that cause many committees to destroy hard-earned funds
  • How to create an investment policy
  • How to select ideal partners to help manage assets (e.g., in-house CIOs, consultants, OCIOs, investment managers)
  • The challenging task of determining the risk tolerance of an organization

The book is available for pre-order at the AGB Store.

Read the press release.