How a Chief Investment Officer (OCIO) at BULLWEALTH works with you

As we visit different not-for-profit organizations and talk to their executives and investment committees, we often find that there is some confusion as to how a relationship with an Outsourced Chief Investment Officer (OCIO) firm is implemented. In…

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The Fundamentals: Transitioning to an OCIO Model

When a not-for-profit organization decides to implement and transition to an Outsourced Chief Investment Officer (OCIO) relationship, they are choosing an approach that will be customized to their specific objectives. Built upon a foundation of quality risk and…

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Making the Leap to an Outsourced Chief Investment Officer

AN INTERVIEW WITH SANDRA HAWKEN, PRESIDENT & CEO, AND DONNA INCH, DIRECTOR OF FINANCE AND ADMINISTRATION, OF THE HOLLAND BLOORVIEW KIDS REHABILITATION HOSPITAL FOUNDATION. How does a “smallish” not-for-profit with 21 people on staff manage a $100 million…

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An alternative approach to investment management

Managed futures are one form of alternative investment in the hedge fund arena that should be considered by charity boards and investment committees because of their diversification and their ability to reduce portfolio volatility and mitigate risk.

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Alternative Investments: Are they right for charities?

Alternative investments may be a charity’s answer to building a less volatile and more stable investment portfolio.

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Hedge funds for charities

In a diversified portfolio, Canadian hedge funds may provide growth with less volatility than other “traditional” investments. But should hedge funds be considered by charities?

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Top 10 reasons charities and non-profits should use the OCIO model

I’m often asked why charities and non-profits should consider the Outsourced Chief Investment Officer (OCIO) model as a means of achieving better investment management for their organization. I have given this question a lot of thought and would…

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Good fiduciary oversight enables mission focus and success

I’m a huge fan of charities and an even bigger fan of our wonderful charitable sector. Charities always tr y to do the right thing and most of the ti me, they succeed. Where would our civil society be without food banks, shelters, hospitals, colleges and…

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INSIGHT: What it means to be a member of an Investment Committee

Richard Willoughby is a Partner with Torys LLP in Toronto. He serves on a number of foundation Boards and Investment Committees. FOUNDATIONS: What has been your greatest challenge as a member of an Investment committee (IC)? Richard Willoughby (RW): What I find…

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Welcome to the inaugural edition of FOUNDATIONS

We at BULLWEALTH have created this publication for individuals working and volunteering in the charitable and non-profit sectors. Our goal is to help foster an environment of better investment management of the crucial dollars that are entrusted to them. A dollar…

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