Given the success of the AGB book we co-authored, Endowment Management for Higher Education (EMHE), and the issues highlighted by the COVID pandemic, we are working on two new books: one is an update…

Ocio.org is dedicated to education, advocacy and the advancement of best practices in the OCIO marketplace. It is designed specifically for: institutional investment committees and similar…

We were delighted to participate in NACUBO’s recent webinar, “Navigating the Journey Towards Mission Alignment”. Does your investment portfolio reflect your institution’s values? With a commitment…

In the wake of the increasing demand for mission alignment to be reflected through the entirety of the institution – including the investment portfolio – boards play a key role in guiding their…

As observers of investment committee behavior, we have been surprised at how few committees take time to look back, especially after periods of extreme stress and assess what they could have done…

We are delighted to share the Council for Advancement and Support of Education's (CASE) latest study, Fundraising and Endowment Resilience: Lessons for Leadership. The study provides an overview of…

On June 2, 2021, Paul Kramer, Managing Director at Strategic Investment Group, served as the moderator of the real estate round table – for the Institutional Investors Council. Strategic is a…

Strategic Investment Group is pleased to announce that Patrick Torrey has joined the firm as a Managing Director on the Client Development team. In his role, Mr. Torrey will be responsible for…

On March 9, 2021, Strategic Investment Group’s Nikki Kraus, will present as part of NACUBO’s Endowment Master Class Series: Handle With Care: Endowment and Governing Fundamentals for Effective…

Aligning your institution’s investments with your mission and values is a key governance process. In our most recent blog post for the Association for Governing Boards of Universities and Colleges…