We have drafted briefing notes inspired by challenges faced by our clients. Each note summarizes a development or insight that is relevant to our clients, and describes how the clients can reach a much-improved result.
We trust that the short articles (see links below) may provide you additional insights into challenges that you may be facing. As always, we look forward to working together with you to help solve your challenges, both large and small. Want to learn more? Please contact Chris Cutler or Safia Mehta at 917 287 9551.
Tariffs, the Relentless Assault on the U.S. Consumer, and Impacts on Nonprofits
Tariffs, the Relentless Assault on the U.S. Consumer, and Impacts on Nonprofits We are witnessing...
OCIOs vs The Magnificent Seven
You May be in VC but not know it: OCIOs versus “The Magnificent Seven” While...
Can OCIO Evaluations Be “Free?” Benefits of Reviewing Your OCIO Over a Full Market Cycle
In addition to conducting OCIO searches, we also evaluate OCIOs for clients that want a...
Are Today’s Private Equity Market Challenges Signaling a Shift Back into Public Equities?
Our team of experienced investment consultants at Manager Analysis Services analyzes over 50+ OCIOs for...
Terrible OCIO Performance Merits Your Attention
Many fiduciaries have been challenged by their OCIO’s performance this year, and question whether their...
Borrowing Opportunities for an Endowment or Foundation
Borrowing can be used for offensive as well as defensive purposes. Typically, it takes the...
The 7 Steps to Selecting an OCIO
We have led OCIO searches and selected providers as well as analyzed many additional completed...
Governance – Using Progressive Term Limits and the Emeritus Issue
Trustees are a great asset, provided you select and support them diligently. The governance structure...
Ten Tips to Turbo-Charge Your Trustees to Max Performance
You’ll find below ten low cost, handy steps that can be implemented at your Foundation...
The 3Y or 5Y OCIO Check-up (Fees Checked Every Year!)
Here’s why Your needs change and the composition of most Investment Committees typically change over...
Exposure to Diligence Performed by Your Institutional Investment Consultants
Allianz GI Structured Alpha Fiasco: Could It Happen in Your Pension Plan? You have surely...
Expertise for Foundations and Family Offices
Manager Analysis Services LLC (MAS), founded in 2003, provides customized services and expertise to benefit...