Articles for charities

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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Better Investment Management

Why making a move to more professional investment oversight may be the right choice for charities. Since 2008, Canada’s charities have been finding ways to recover financial losses and build capacity, while also creating strategies that will ensure…

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