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...

Some investment plans may be structured to just be long-term average.

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...

Plan sponsors are making a big mistake hiring a competing investment consultant to monitor their OCIO.

Plan sponsors may be completely unaware if their OCIO does a good job managing volatility.

Performance-based fees solve these contradictions.

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...

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

At the IFEBP annual convention in San Diego, I had the privilege of being interviewed by Traci Dority-Shanklin and Tom Shanklin of Sisu...

The key hallmark of successful investing is patience. Knee-jerk and reactive decisions due to short-term market movements or poor...

Starting in the 1920’s, research was begun to study the effects of work environment on employees’ productivity. Later this research was...

“Independently owned” and “not an OCIO competitor” are important traits when selecting a firm to monitor your Outsourced Chief Investment...

This comprehensive service will examine every aspect of your OCIO's duties. Not only will value-add for their 5 skills be quantitatively...

Spy vs. Spy from Mad Magazine With continued adoption by institutional plan sponsors of converting their non-discretionary 3(21)...