My consulting clients say:
What is an OCIO?
Why Do We Have an OCIO?
The Challenge of Oversight
Meeting the OCIO
The Essential Questions to Ask Any OCIO
Secrets of Investment Performance Reporting
More Secrets of Investment Performance Reporting
What Sorts of Risk Does the Board Need to Worry About?
What Could Possibly Go Wrong?
What’s the Deal?
What They Should Offer—People
What They Should Offer—Investment Philosophy & Process
What They Should Offer—Client Service
The Secrets of Fees
OCIO Firms Need to be Prepared for the SEC
They Promise To Do Their Best
Why Don’t We Do This Ourselves?
Finding a Better OCIO
Zooming in on the Future of OCIO
How Smart Leaders Govern Top Investment Programs
We’re Done; Someone Else is Looking After It
ABOUT THE AUTHOR
I help those who are responsible for overseeing large portfolios
I help asset managers