OCIOs must play the hand their client dealt. But client circumstances vary widely and affect hand quality. Some OCIOs get to play...

Benefits Magazine recently published my article detailing practical steps plan sponsors should follow when adopting the OCIO model. Most...

This innovative service helps asset owners evaluate the fee-performance nexus of their OCIO without the heavy lift of a full-blown RFP....

Hedgeye , a leading global research and analytics firm, recently interviewed Brian Schroeder to discuss performance measurement,...

This video was recently shared at a conference of trustees and administrators and explains why plans subject to ERISA are now seeking...

Thomas C. Donahoe, BSFS, MA, MBA, JD, FRM has joined OCIO Monitor effective May 8, 2024. Tom brings an incredible background and diverse...

The Dallas/Fort Worth CFA Society interviewed me to discuss everything OCIO. In just 20 minutes we cover a lot of ground that every...

Health & Welfare (H&W) funds subject to ERISA have the same legal requirements as large pension and annuity funds for performance...

I had the honor and privilege of being interviewed by Matt Smith of The Retirement Space. He is an excellent interviewer and podcast host...

Over the last 12 years of performing due diligence, I have encountered many creative, and sometimes unethical, ways OCIOs and investment...

(NOTE: The Spreadsheet download is at the bottom.) OCIOs (and investment consultants) claim to add value through strategic and tactical...

No matter if you are a foundation, endowment, corporate pension or multi-employer benefit plan, there are 3 compelling reasons to hire an...

Have you read the class action suit surrounding the New York State Teamsters Conference Pension and Retirement Fund? If not, it should be...

There is no industry standard or legal guidance on how total plan performance should be benchmarked. This dual benchmark strategy is...

The Outsourced Chief Investment Officer (OCIO) industry continues to grow at a torrid pace. It is a win-win for both the client and the...

Have you ever played the game Mousetrap? It was the first 3-D board game debuting in 1963 and is still available today. It was a Rube...

In the field of Public Choice Economics is the study of Empire Building. In a nutshell, within the public sphere, politicians and...

Quick: Name a top athlete that is not coached. Not only does every top athlete have a coach, but they likely also have a trainer,...

Seldom do I give investment advice. But when I do publicly, it has been timely and often "moves the needle." My advice now takes the form...

Some investment plans may be structured to just be long-term average.