Plan sponsors may be completely unaware if their OCIO does a good job managing volatility.

Performance-based fees solve these contradictions.

Plan sponsors subject to ERISA are held to the highest fiduciary standards known in U.S. law. Courts have held that to act as prudent...

Can wisdom from 2,500 years ago help today’s plan sponsors better manage their investments? This short essay inspired by one of history’s gr

At the IFEBP annual convention in San Diego, I had the privilege of being interviewed by Traci Dority-Shanklin and Tom Shanklin of Sisu...

The key hallmark of successful investing is patience. Knee-jerk and reactive decisions due to short-term market movements or poor...

Starting in the 1920’s, research was begun to study the effects of work environment on employees’ productivity. Later this research was...

“Independently owned” and “not an OCIO competitor” are important traits when selecting a firm to monitor your Outsourced Chief Investment...

With continued adoption by institutional plan sponsors of converting their non-discretionary 3(21) investment consultants to fully...