Articles for boards

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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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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Endowment funds have the opportunity to make a difference in how charities fulfill their missions

The oversight of a charity’s investments can involve considerable fiduciary risk. How charities manage and mitigate this risk is probably the most important aspect of the investment management process. The term “fiduciary” is a bit of a mouthful but…

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