Are voluntary sub-composites the next step for GIPS OCIO standards — or are we good where we are?
That was the real question on the table in June, when DIMWG (Discretionary Investment Management Working Group) got 48 organizations — OCIOs,…
Independent Evaluation Helps Industry Association Validate Investment Consultant Fit and Identify Fee Savings Opportunity
Professional Services Industry Association Investment Consultant Evaluation Client Context A professional services industry association overseeing an approximately $3 billion multiple employer collective…
Advisor Evaluation Helps Financial Services Firm Validate Provider Fit and Improve Plan Support
Financial Services Firm OCIO Evaluation and Search Client & ObjectiveA middle-market financial services firm with more than $1 billion across its defined…
Advisor Evaluation Helps Retirement Committee Select Long-Term OCIO Partner
Global Biotherapeutics Company Advisor Evaluation and Search Client & ObjectiveA global biopharmaceutical company with more than $1 billion across its Defined Contribution,…
Climate Controlled… for Your Comfort
Fall 25 Market & Economic Commentary: The third quarter of 2025 was filled with the kind of headlines that typically send investors…
A Plan So Crazy, It Might Work
Summer 25 Market & Economic Commentary: The second quarter of 2025 started off with a bang, or what others might call a…
Fog Warning
Spring 25 Market & Economic Commentary: The severity of the Trump tariff announcement in early April was a shock to all, especially…
The Winds of Change – Trump 2.0
Winter 24-25 Market & Economic Commentary: Like the crisp winter air biting at your face when you step outside of a warm…
Goldilocks Has Left the Cottage
Fall 24 Market & Economic Commentary: For several quarters now, financial pundits have been praying for a “Goldilocks” fairytale reversal to the…
When Running with the Bulls, Watch the Horns!