OCIO Monitor
Does your OCIO effectively manage volatility?
Plan sponsors may be completely unaware if their OCIO does a good job managing volatility.
top of page
Search
OCIO Monitor
Feb 4, 20206 min read
OCIO Performance-Based Pricing: 3 Simple Models
Performance-based fees solve these contradictions.
1,537 views0 comments
OCIO Monitor
Jan 21, 20204 min read
Checkmate
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...
15 views0 comments
OCIO Monitor
Jan 8, 20204 min read
Investing Lessons from Socrates
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
17 views0 comments
OCIO Monitor
Nov 18, 20191 min read
Podcast about everything OCIO
At the IFEBP annual convention in San Diego, I had the privilege of being interviewed by Traci Dority-Shanklin and Tom Shanklin of Sisu...
32 views0 comments
OCIO Monitor
Aug 12, 20194 min read
When Should an OCIO be put on Watch?
The key hallmark of successful investing is patience. Knee-jerk and reactive decisions due to short-term market movements or poor...
27 views0 comments
OCIO Monitor
Jul 30, 20192 min read
How a Monitor Will Improve OCIO Performance
Starting in the 1920’s, research was begun to study the effects of work environment on employees’ productivity. Later this research was...
58 views0 comments
OCIO Monitor
Jul 2, 20192 min read
Why I do not Perform OCIO Searches
“Independently owned” and “not an OCIO competitor” are important traits when selecting a firm to monitor your Outsourced Chief Investment...
30 views0 comments
OCIO Monitor
May 30, 20193 min read
Can one OCIO monitor another?
With continued adoption by institutional plan sponsors of converting their non-discretionary 3(21) investment consultants to fully...
22 views0 comments
bottom of page