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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In addition to conducting OCIO searches, we also evaluate OCIOs for clients that want a...
Our team of experienced investment consultants at Manager Analysis Services analyzes over 50+ OCIOs for...
Many fiduciaries have been challenged by their OCIO’s performance this year, and question whether their...
Borrowing can be used for offensive as well as defensive purposes. Typically, it takes the...
We have led OCIO searches and selected providers as well as analyzed many additional completed...
Trustees are a great asset, provided you select and support them diligently. The governance structure...
You’ll find below ten low cost, handy steps that can be implemented at your Foundation...
Here’s why Your needs change and the composition of most Investment Committees typically change over...
Allianz GI Structured Alpha Fiasco: Could It Happen in Your Pension Plan? You have surely...
Manager Analysis Services LLC (MAS), founded in 2003, provides customized services and expertise to benefit...
It’s a daily danger Your email/firewalls are constantly being pinged. Although your cyber-security filter may...
Case Study B Longstanding Brokerage Links Situation Findings Resolution Want to learn more? Please contact...
Its purpose is to have your most critical questions addressed upfront and quickly. You can...
Please find enclosed a sampling of two different approaches (among others) current in the market...
This approach is inspired by the successful path taken by a large US cancer research...
Given the magnitude of the S&P Sell-off in December 2018 (-9.03 %), we thought it...
A major utility company’s service promise is “We’re on it!” A new OCIO will say...
Let’s explore how an Investment Committee may approach the decision in an organized process: a)...
Governance Policies Reporting Accounting/Audit Peer Networking Fund Raising Evaluating/Selling Exotic Gifts Received Hiring/Vendors The range...
Endowments and Foundations continue to wrestle with determining the best way to manage their portfolios:...
Virtually every large Outsourced CIO boasts a “dedicated onboarding” team. You will hear pleasant words...
NonProfit News Excerpts (for release Sept 19)-Comments Tom Donahoe Tell us how you became involved...
“We Looked at Too Many OCIO Providers” – The Endowment had $500 mm AUM and...
WSJ: “Why Charities Have Been Such Bad Investors” – A Reasoned Response An important new...
Manager Analysis Services Presentations THOUGHT LEADERSHIP – INDUSTRY SPEAKING ENGAGEMENTS PAST PRESENTATIONS...
MAS’s Comprehensive Process for Evaluating Emerging Managers Manager Analysis Services’ (MAS) Emerging Manager selection process...
Many Family Offices place a premium on discretion and refrain from engaging expertise that does...