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...

Services for High Net Worth Investors and Family Offices

Case Study B Longstanding Brokerage Links Situation Findings Resolution Want to learn more? Please contact...

Considering an OCIO (Outsourced CIO) search? You should lead with an RFI as a critical first step…

Its purpose is to have your most critical questions addressed upfront and quickly. You can...

How an OCIO Might Evaluate Your Existing Portfolio

Please find enclosed a sampling of two different approaches (among others) current in the market...

Achieve Success by Splitting Your Portfolio between You and an OCIO

This approach is inspired by the successful path taken by a large US cancer research...

Largest One Month S&P Declines and Subsequent 1Y, 3Y, and 5Y Returns

Given the magnitude of the S&P Sell-off in December 2018 (-9.03 %), we thought it...

Avoiding High Costs of Transitioning Assets to a new OCIO

A major utility company’s service promise is “We’re on it!” A new OCIO will say...

Outsourced CIO or Not? How an IC Might Approach the Decision

Let’s explore how an Investment Committee may approach the decision in an organized process: a)...

Don’t Be Shy! Non-Investment Services an OCIO Can Offer You.

Governance Policies Reporting Accounting/Audit Peer Networking Fund Raising Evaluating/Selling Exotic Gifts Received Hiring/Vendors The range...

Building your in-house Investment Office? What would it cost?

Endowments and Foundations continue to wrestle with determining the best way to manage their portfolios:...

TRANSITION TRAUMA – How To Avoid Losing Up To 1% of Your Portfolio

Virtually every large Outsourced CIO boasts a “dedicated onboarding” team. You will hear pleasant words...

Insights into Outsourced CIO Searches

NonProfit News Excerpts (for release Sept 19)-Comments Tom Donahoe Tell us how you became involved...

Regrets of Investment Committees Upon Completing an OCIO Search

“We Looked at Too Many OCIO Providers” – The Endowment had $500 mm AUM and...

Broad Study of Endowment Returns -NYU/GU – A Reasoned Response

WSJ: “Why Charities Have Been Such Bad Investors” – A Reasoned Response An important new...

INDUSTRY SPEAKING ENGAGEMENTS

Manager Analysis Services Presentations THOUGHT LEADERSHIP – INDUSTRY SPEAKING ENGAGEMENTS PAST PRESENTATIONS...

EMERGING MANAGER (EM) DUE DILIGENCE & ANALYSIS

MAS’s Comprehensive Process for Evaluating Emerging Managers Manager Analysis Services’ (MAS) Emerging Manager selection process...

What Family Offices Should Never Miss!

Many Family Offices place a premium on discretion and refrain from engaging expertise that does...