What are the primary principles one should incorporate into an investment manager evaluation framework? Trust, integrity, alignment, and success. While these principles set a high bar for investment managers/firms...
What does the process of including diverse managers in an investment portfolio entail? Cassidy Orr: Clients overseeing pools of capital have a responsibility to support the mission of the...
The Colony Group’s Institutional Advisory Practice President, Andrew Vogelstein, and Senior Investment Advisor, Lisa Longest, discuss the outsourced chief investment officer (OCIO) model, its benefits, and how to know...
What is an Outsourced Chief Investment Officer (‘OCIO’)? An OCIO provides the services of a full-time, in-house investment office and is responsible for the management, oversight, and administration of...
What purpose do benchmarks serve? Benchmarks can help provide institutions with a framework for achieving successful long-term investment results. Once risk and return objectives have been codified, a system...
Can you discuss “liquidity” in the context of investing? For simplicity, the primary variables in considering the liquidity of an asset are time, price, and volatility. Time and price...
The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you...
What single quality is most important in your investment manager research process? Integrity is paramount and must be present throughout a manager’s entire organization. Our assessment of integrity emerges...
The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...
Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...
What options are currently available to me to leverage my philanthropic goals? Rob Inches: The nine most common opportunities are, 1) Traditional Philanthropy – support for all good causes,...
In an economy in which governmental spending is increasingly strained, nonprofit organizations are forced to play a larger role in serving the greater good. Driven by boards that are...
As a volunteer for your non-profit, you are passionate about its mission. You have seen the good it does in your community. Six years ago, you joined the investment...