Articles for charitable

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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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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