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 updated edition explores the main elements of the CALM approach in the context of the special challenges faced by healthcare systems in the wake of the COVID-19 pandemic.
Liability-driven investing is a radical departure from conventional asset-maximizing strategies.
This edition analyzes the main drivers of market volatility and assess the performance of long and short volatility strategies.
By analyzing a proprietary database of securities holdings in the U.S. equity market, this edition addresses a number of essential questions raised by persistent flows from active to passive management.