Hiring an OCIO Investment Consultant: Evaluating the Right Fit
Should your organization hire an Outsourced Chief Investment Officer (OCIO) as a fiduciary advisor? This topic has become a frequent discussion for nonprofit committees as they address the increasing complexity of investment markets, portfolio construction and oversight responsibilities, and as adoption of OCIO services has expanded across the sector. While some institutions choose to build out their own investment offices, 46% of institutional asset owners already use an outsourced model, and another 2% expect to adopt one within… Read More >
Start With the Mission, Not the Benchmark
Over the years, my colleagues and I have had the privilege of working alongside hundreds of nonprofit investment committees across the country. These committees are often composed of thoughtful, accomplished individuals who care deeply about the organizations they support. And yet, even among the most capable groups, a potentially costly challenge can emerge.
It is not a lack of intelligence or commitment. It is a matter of… Read More >
AI as a Consultant Copilot
Artificial intelligence (“AI”) is transforming the investment advisory profession by enhancing, rather than replacing, human judgment. The use of AI can support consultants in their goal to deliver more reliable, insightful and client‑focused outcomes. This technology is increasingly used to improve the accuracy, consistency and reliability of data that informs decision-making. As data quality improves, consultants can spend more time interpreting results and engaging with clients, all with the goal of… Read More >
