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Fiduciary Insights

Governance & Outsourcing

Sleight of Hand Tricks: A Cautionary Tale of OCIO Searches Gone Wrong

This edition reveals the conflicts and tricks that we regularly observe, and points out key areas to probe when considering engaging an OCIO as a co-fiduciary partner.

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What is the Role of the Investment Committee When Hiring an OCIO?

This edition highlights the ways in which an Investment Committee’s ability to perform its essential function is enhanced by the engagement of an OCIO.

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Investment Policy

Comprehensive Asset Liability Management 2020

This updated edition explores the main elements of the CALM approach in the context of the special challenges faced by healthcare systems in the wake of the COVID-19 pandemic.

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LDI – A Brave New World of Fiduciary Issues

Liability-driven investing is a radical departure from conventional asset-maximizing strategies.

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Investment & Risk Management

Nature and Drivers of Volatility

This edition analyzes the main drivers of market volatility and assess the performance of long and short volatility strategies.

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The Prospects for Active Management

By analyzing a proprietary database of securities holdings in the U.S. equity market, this edition addresses a number of essential questions raised by persistent flows from active to passive management.

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