Advisor Briefings

We have drafted briefing notes inspired by challenges faced by our clients. Each note summarizes a client’s predicament and describes how the clients reached a much improved result. Topics include performing manager searches, implementing practical governance practices, conducting OCIO searches, market comments, allocating to emerging managers, challenges in implementing ESG mandates, and other current considerations. 

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, Tom Donahoe, or Safia Mehta at 917 287 9551.

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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...

Preventing Wire Transfer Fraud at Foundations and Family Offices

It’s a daily danger Your email/firewalls are constantly being pinged. Although your cyber-security filter may...