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Cunningham v. Cornell: The Impact on ERISA Plans
It is nice having an attorney on staff at OCIO Monitor. Thomas Donahoe is a New York attorney and offers the following observations...

OCIO Monitor
Apr 242 min read
118 views
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It's How Your OCIO Plays The Hand
OCIOs must play the hand their client dealt. But client circumstances vary widely and affect hand quality. Some OCIOs get to play...

OCIO Monitor
Feb 171 min read
19 views
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We Have "Gone OCIO," Now What?
Benefits Magazine recently published my article detailing practical steps plan sponsors should follow when adopting the OCIO model. Most...

OCIO Monitor
Jan 161 min read
75 views
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New Service: Peer Fee & Performance Review
This innovative service helps asset owners evaluate the fee-performance nexus of their OCIO (or investment consultant) without the heavy...

OCIO Monitor
Aug 7, 20241 min read
140 views
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Hedgeye Podcast Interview
Hedgeye , a leading global research and analytics firm, recently interviewed Brian Schroeder to discuss performance measurement,...

OCIO Monitor
Jul 22, 20241 min read
54 views
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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...

OCIO Monitor
Jun 22, 20241 min read
97 views
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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...

OCIO Monitor
May 22, 20241 min read
53 views
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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...

OCIO Monitor
Mar 11, 20241 min read
48 views
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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...

OCIO Monitor
Feb 12, 20241 min read
94 views
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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...

OCIO Monitor
Aug 29, 20231 min read
63 views
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New Service: Performance Presentation Review
Over the last 15 years of performing due diligence, we have encountered many creative, and sometimes unethical, ways OCIOs and investment...

OCIO Monitor
Apr 21, 20221 min read
421 views
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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...

OCIO Monitor
Jan 13, 20223 min read
174 views
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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...

OCIO Monitor
Dec 26, 20212 min read
59 views
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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...

OCIO Monitor
Sep 28, 20212 min read
36 views
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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...

OCIO Monitor
Aug 27, 20211 min read
160 views
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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...

OCIO Monitor
Mar 22, 20215 min read
122 views
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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...

OCIO Monitor
Feb 24, 20214 min read
32 views
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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...

OCIO Monitor
Feb 15, 20217 min read
44 views
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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,...

OCIO Monitor
Feb 1, 20217 min read
17 views
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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...

OCIO Monitor
Aug 4, 20201 min read
115 views
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