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.
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.
This edition explores the main elements of the CALM approach in the context of the special challenges faced by healthcare systems.
Liability-driven investing is a radical departure from conventional asset-maximizing strategies.
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.
Some institutional investors seek to align their investment decisions with their social mission and core values by pursuing what has been labeled “Socially Responsible Investing” (SRI).