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.
COMMUNITY FOUNDATION IMPACT INVESTING IN AFFORDABLE HOUSING SECTOR POISED FOR CHANGE
Surging private investments in affordable housing can magnify community foundations' impact investing if they adapt...
Strait of Hormuz Closed for a Month or a Year? The Case for Hedging
While many of you know me as founder of the renowned alternatives diligence and OCIO...
Are OCIOs Ready For AI-Driven Volatility?
Epic changes to equity market structure have occurred over the last five years that challenge...
Private Credit Strategies Call For Deeper Diligence on Asset Holdings
We encourage all participants to maintain exceptional standards of diligence when examining private credit strategies...
Why Have Private Equity Markets Struggled? Is Your OCIO Adapting to Private Equity Market Changes?
Our position as both an OCIO search consulting firm and an alternative investments due diligence...
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...