Governance and Outsourcing

Building Blocks and Costs of an Internal Investment Office

paola_erb — Tue, 20 Feb 2024 16:39:22 +0000

Building Blocks and Costs of an Internal Investment Office paola_erb Tue, 02/20/2024 - 21:39

Building Blocks and Costs of an Internal Investment Office

This edition considers the core functions and costs of an internal investment office for institutional investors.

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Taxonomy

Governance and Outsourcing

Attachment

Strategic's Building Blocks and Costs of an Internal Investment Office.pdf

Sleight of Hand Tricks: A Cautionary Tale of OCIO Searches Gone Wrong

admin — Wed, 11 Dec 2019 14:40:49 +0000

Sleight of Hand Tricks: A Cautionary Tale of OCIO Searches Gone Wrong admin Wed, 12/11/2019 - 19:40

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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Taxonomy

Governance and Outsourcing

Attachment

Sleight of Hand.pdf

What is the Role of the Investment Committee When Hiring an OCIO?

admin — Wed, 11 Dec 2019 06:46:14 +0000

What is the Role of the Investment Committee When Hiring an OCIO? admin Wed, 12/11/2019 - 11:46

What is the Role of the Investment Committee When Hiring an OCIO?

This edition highlights the ways in which an Investment Committee鈥檚 ability to perform its essential function is enhanced by the engagement of an OCIO.

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Taxonomy

Governance and Outsourcing

Attachment

What is the Role of the IC When Hiring an OCIO_1.pdf

Cutting Through the Confusion in OCIO Fees

admin — Wed, 11 Dec 2019 06:44:33 +0000

Cutting Through the Confusion in OCIO Fees admin Wed, 12/11/2019 - 11:44

Cutting Through the Confusion in OCIO Fees

Ways to navigate the confusion around fees in the OCIO industry and tools for successfully assessing fees of OCIO providers.

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Taxonomy

Governance and Outsourcing

Attachment

Cutting-Through-the-Confusion-of-OCIO-Fees.pdf

OCIO Performance Measurement and Analysis

admin — Wed, 11 Dec 2019 06:40:52 +0000

OCIO Performance Measurement and Analysis admin Wed, 12/11/2019 - 11:40

OCIO Performance Measurement and Analysis

Lack of uniformity in performance reporting standards among Outsourced CIO (OCIO) providers has made comparing their performance a difficult task.

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Taxonomy

Governance and Outsourcing

Attachment

OCIO-Performance-Measurement-and-Analysis1.pdf

The Art and Science of Manager Termination

admin — Wed, 11 Dec 2019 05:33:41 +0000

The Art and Science of Manager Termination admin Wed, 12/11/2019 - 10:33

The Art and Science of Manager Termination

Deciding when and why to terminate an investment manager is one of the most difficult judgments that fiduciaries must make.

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Taxonomy

Governance and Outsourcing

Attachment

OT-FI-GO-01-The-Art-and-Science-of-Manager-Termination.pdf

OCIO RFPs 鈥?Are You Asking these Key Questions?

admin — Wed, 11 Dec 2019 02:54:35 +0000

OCIO RFPs 鈥?Are You Asking these Key Questions? admin Wed, 12/11/2019 - 07:54

OCIO RFPs 鈥?Are You Asking these Key Questions?

RFPs for Outsourced CIOs often fail to ask some critical questions about the qualifications of the outsourcer and the nature of the relationship between the outsourcer and its clients.

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Taxonomy

Governance and Outsourcing

Attachment

OCIO-RFPs-Are-you-Asking-these-Key-Questions.pdf

Beyond Manager Beauty Contests

admin — Wed, 11 Dec 2019 01:56:16 +0000

Beyond Manager Beauty Contests admin Wed, 12/11/2019 - 06:56

Beyond Manager Beauty Contests

At the end of the manager selection process, many investment committees conduct a final round of interviews, the so-called 鈥渂eauty contest,鈥?disliked by many managers because of its superficiality.

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Taxonomy

Governance and Outsourcing

Attachment

BEYOND-MANAGER-BEAUTY-CONTESTS.pdf

Common Symptoms of Poor Governance

admin — Mon, 02 Dec 2019 17:39:09 +0000

Common Symptoms of Poor Governance admin Mon, 12/02/2019 - 22:39

Common Symptoms of Poor Governance

Poor governance by investment committees and asset management organizations often takes the form of other maladies, such as high turnover, high costs, performance-chasing, or rigid and counterproductive decision rules.

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Taxonomy

Governance and Outsourcing

Attachment

Common-Symptoms-of-Poor-Governance.pdf

Developing A Culture of Good Governance

admin — Mon, 02 Dec 2019 17:30:26 +0000

Developing A Culture of Good Governance admin Mon, 12/02/2019 - 22:30

Developing A Culture of Good Governance

A culture of good investment governance is based on the shared objectives, mutual respect, judgment, and experience of the group of people working together to fulfill fiduciary responsibilities.

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Taxonomy

Governance and Outsourcing

Attachment

Developing-A-Culture-of-Good-Governance.pdf