Cutting Through the Confusion in OCIO Fees
Research: New Fiduciary Insights – The variety of fee structures throughout the OCIO industry can make apples-to-apples comparisons of fees from candidate OCIO firms very challenging. Since different…
2015 Stress Test: Potential Shocks, Positive Surprises
Research: New FocusPoint Webinar – Regularly reassessing the continued appropriateness of investment strategies is a crucial element of sound investment governance. Strategic undertakes an annual…
2015 Investment Outlook: Challenges, Divergences, and Surprises
Research: New FocusPoint Webinar – Next year promises to be another challenging one for investors. Starkly diverging central bank policies, structural economic shifts in most developed nations, and…
OCIO Performance Measurement and Analysis
Research: New Fiduciary Insights – Comparing investment performance from outsourced CIO (OCIO) providers can be a difficult task. This edition of our Fiduciary Insights series, titled OCIO…
The Art and Science of Manager Termination
Research: New Fiduciary Insights – 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…