Brian Schroeder
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...
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Brian Schroeder
- Jan 13, 2022
- 3 min
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...
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Brian Schroeder
- Dec 26, 2021
- 2 min
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...
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Brian Schroeder
- Sep 28, 2021
- 2 min
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...
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Brian Schroeder
- Aug 27, 2021
- 1 min
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...
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Brian Schroeder
- Mar 22, 2021
- 5 min
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...
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Brian Schroeder
- Feb 24, 2021
- 4 min
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...
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Brian Schroeder
- Feb 15, 2021
- 7 min
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...
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Brian Schroeder
- Feb 1, 2021
- 7 min
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,...
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Brian Schroeder
- Aug 4, 2020
- 1 min
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...
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Brian Schroeder
- May 23, 2020
- 4 min
Maybe It's Your Structure?
Some investment plans may be structured to just be long-term average.
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Brian Schroeder
- May 6, 2020
- 3 min
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...
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Brian Schroeder
- Mar 26, 2020
- 1 min
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.
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Brian Schroeder
- Mar 9, 2020
- 3 min
Does your OCIO effectively manage volatility?
Plan sponsors may be completely unaware if their OCIO does a good job managing volatility.
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Brian Schroeder
- Feb 4, 2020
- 6 min
OCIO Performance-Based Pricing: 3 Simple Models
Performance-based fees solve these contradictions.
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Brian Schroeder
- Jan 21, 2020
- 4 min
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...
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Brian Schroeder
- Jan 8, 2020
- 4 min
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
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Brian Schroeder
- Nov 18, 2019
- 1 min
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...
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Brian Schroeder
- Aug 12, 2019
- 4 min
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...
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Brian Schroeder
- Jul 30, 2019
- 2 min
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...
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