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.
Liability-driven investing is a radical departure from conventional asset-maximizing strategies.
For many years, institutional investors—i.e., pension plans, endowments, and foundations—have followed investment policies based on a conventional 60/40 blend of equity and fixed income securities.
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.