Articles for Chief Investment Officer

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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