Category: COVID-19

OCIO Positioning Around the 2020 Election

How are Outsourced Chief Investment Officers (OCIOs) positioning around the upcoming 2020 election and potential new stimulus plan? We spoke with a…

5 Tips for Zoom Finals Presentations

Is “You’re on mute” on your Zoom bingo card?  It’s a phrase you’ve likely heard over the past few months, as presentations…

COVID-19 Update | Opening Act

As states and countries begin to reopen, virus case numbers continue to move in the right direction. Continental Western Europe is following…

The Responses of Recordkeepers and Advisors to COVID-19

There was a time when the jobs done by recordkeepers or advisors, on the surface at least, may have seemed pretty routine.…

COVID-19 Update | All “Flat” No “Curve”

It was a relatively quiet week in the debt and equity markets, with the S&P 500 and the yield on the 10-year…

OCIO Focus: What OCIOs are Doing Amid the COVID-19 Capital Market Collapse

This is the first article in our OCIO Focus series. To read related articles, click here. As the markets have struggled under…

COVID-19 Update | Where Are We?

January 17, 2018. That was the day that the S&P 500 claimed the 2800 level for the first time. And it wasn’t…

COVID-19 Update: The N̶e̶w̶s̶ Data is Mostly Good

First off, it’s time to call a spade a spade. When the Trump administration publicly projected 100,000 to 240,000 deaths in the…

Private Equity Investments Are Going to Lose Value. How Much Is Anyone’s Guess. (Institutional Investor)

Managing Partner Jim Scheinberg recently spoke with Institutional Investor about private equity investments amid the COVID-19 pandemic.  “There will probably be several…

COVID-19 Regulatory Update | The CARES Act

By: Brant Griffin  The past few weeks have been among the most tumultuous and emotional we may see in our lifetimes. The…