OCIO Monitor
New Service: Peer Fee & Performance Review
This innovative service helps asset owners evaluate the fee-performance nexus of their OCIO without the heavy lift of a full-blown RFP....
top of page
Search
OCIO Monitor
Jul 221 min read
Hedgeye Podcast Interview
Hedgeye , a leading global research and analytics firm, recently interviewed Brian Schroeder to discuss performance measurement,...
47 views0 comments
OCIO Monitor
Jun 221 min read
VIDEO: ERISA Plans are Seeking Independent Evaluations
This video was recently shared at a conference of trustees and administrators and explains why plans subject to ERISA are now seeking...
66 views0 comments
OCIO Monitor
May 221 min read
Thomas C. Donahoe Joins OCIO Monitor
Thomas C. Donahoe, BSFS, MA, MBA, JD, FRM has joined OCIO Monitor effective May 8, 2024. Tom brings an incredible background and diverse...
37 views0 comments
OCIO Monitor
Mar 111 min read
My 3rd Podcast Interview
The Dallas/Fort Worth CFA Society interviewed me to discuss everything OCIO. In just 20 minutes we cover a lot of ground that every...
48 views0 comments
OCIO Monitor
Feb 121 min read
Due Diligence Service for Health & Welfare Funds
Health & Welfare (H&W) funds subject to ERISA have the same legal requirements as large pension and annuity funds for performance...
85 views0 comments
OCIO Monitor
Aug 29, 20231 min read
Podcast Interview
I had the honor and privilege of being interviewed by Matt Smith of The Retirement Space. He is an excellent interviewer and podcast host...
60 views0 comments
OCIO Monitor
Apr 21, 20221 min read
New Service: Performance Presentation Review
Over the last 12 years of performing due diligence, I have encountered many creative, and sometimes unethical, ways OCIOs and investment...
394 views0 comments
OCIO Monitor
Jan 13, 20223 min read
Does Market Segmentation Add Value?
(NOTE: The Spreadsheet download is at the bottom.) OCIOs (and investment consultants) claim to add value through strategic and tactical...
171 views0 comments
OCIO Monitor
Dec 26, 20212 min read
Greater OCIO Power Demands Greater OCIO Accountability
No matter if you are a foundation, endowment, corporate pension or multi-employer benefit plan, there are 3 compelling reasons to hire an...
58 views0 comments
OCIO Monitor
Sep 28, 20212 min read
ERISA Plans are now being Sued for Performance!
Have you read the class action suit surrounding the New York State Teamsters Conference Pension and Retirement Fund? If not, it should be...
36 views0 comments
OCIO Monitor
Aug 27, 20211 min read
Proper Total Plan Benchmarking
There is no industry standard or legal guidance on how total plan performance should be benchmarked. This dual benchmark strategy is...
152 views0 comments
OCIO Monitor
Mar 22, 20215 min read
Should OCIOs continue to serve non-discretionary clients?
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...
116 views0 comments
OCIO Monitor
Feb 24, 20214 min read
Investing Like The Game Mousetrap?
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...
32 views0 comments
OCIO Monitor
Feb 15, 20217 min read
Do Investment Consultants "Empire Build" at the Expense of Performance?
In the field of Public Choice Economics is the study of Empire Building. In a nutshell, within the public sphere, politicians and...
41 views0 comments
OCIO Monitor
Feb 1, 20217 min read
Coach-up Your OCIO With Sports Analytics
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,...
17 views0 comments
OCIO Monitor
Aug 4, 20201 min read
Investment Advice- A Macro Theme (June, 2020)
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...
115 views0 comments
OCIO Monitor
May 23, 20204 min read
Maybe It's Your Structure?
Some investment plans may be structured to just be long-term average.
46 views1 comment
OCIO Monitor
May 6, 20203 min read
Stuck in the Grey Zone?
If your plan’s peer rankings are better than the 25th percentile over the last 10 years, you should be pleased with the people and...
21 views0 comments
OCIO Monitor
Mar 26, 20201 min read
6 Reasons an OCIO Does Not Want a Competitor as Monitor
Plan sponsors are making a big mistake hiring a competing investment consultant to monitor their OCIO.
43 views0 comments
bottom of page