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....
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OCIO Monitor
- Jul 22
- 1 min
Hedgeye Podcast Interview
Hedgeye , a leading global research and analytics firm, recently interviewed Brian Schroeder to discuss performance measurement,...
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OCIO Monitor
- Jun 22
- 1 min
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...
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OCIO Monitor
- May 22
- 1 min
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...
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OCIO Monitor
- Mar 11
- 1 min
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...
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OCIO Monitor
- Feb 12
- 1 min
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...
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OCIO Monitor
- Aug 29, 2023
- 1 min
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...
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OCIO Monitor
- Apr 21, 2022
- 1 min
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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OCIO Monitor
- 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...
167 views0 comments
OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- 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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OCIO Monitor
- May 23, 2020
- 4 min
Maybe It's Your Structure?
Some investment plans may be structured to just be long-term average.
46 views1 comment
OCIO Monitor
- 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...
21 views0 comments
OCIO Monitor
- 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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