My consulting clients say:
|
Contents
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
|