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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 - CALM

This edition explores the main elements of the CALM approach in the context of the special challenges faced by healthcare systems. 

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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

How Many Eggs? How Many Baskets?

This edition analyzes the topic of diversification of active risk within a multi-manager portfolio.

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Using Portable Alpha to Enhance Return Efficiency

Portable alpha strategies transfer alpha from one asset class to another by combining hedge funds with futures. This edition looks at how this feature enables such strategies to exploit opportunities in all asset classes. 

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