Tag: OCIO

January 30, 2020

How to Transform an Investment Process

CIOs discuss moving the decision-making process from a board- or consultant-driven one to one that is staff-directed.

Manager Selection October 1, 2019

Tips on Searching for the Best OCIO in a Growing Market

RFPs, shortlists and when to hire a search firm.

Corporate Moves July 28, 2017

Hirtle Callaghan Creates New Client Engagement Role

Brings on Hartford Funds’ Erica Evans to further the firm's client-centric model.

May 4, 2017

Dodging the Outsourcing Minefield

Due diligence is not just corporate wallpaper: it's your insurance policy when you have to defend your outsourcing picks.

Asset Management Culture April 18, 2017

In Depth: On the Job – Building a Better Benchmark

On the CIO challenges of finding the right metrics for opaque assets, outside managers and the board.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?