NL54 Skorina’s Untimate Outsourcer List, Ver 3.1

03 / 31 / 2014
by Charles Skorina | Comments are closed

Skorina’s Ultimate Outsourcer List, Version 3.1

We present our all-new, freshly-researched list of OCIOs: firms offering "outsourced chief investment officer" services to endowments, foundations, and charities.  The list has grown to 72 firms and we think it's the most comprehensive and useful in the industry.

This list should help anyone considering the OCIO option.  We are thinking specifically of board members and directors at pensions, endowments, foundations, and other tax-exempt funds.  You now have a comprehensive list of firms who provide OCIO services and how to reach them.



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NL52 AN OLD-SCHOOL CIO DEFENDS OLD-SCHOOL PORTFOLIO MANAGEMENT

01 / 28 / 2014
by Charles Skorina | Comments are closed

AN OLD-SCHOOL CIO DEFENDS OLD-SCHOOL PORTFOLIO MANAGEMENT

Mr. Robert M. Maynard, chief investment officer of Idaho PERS, takes exception to the whole "endowment model" approach to portfolio management, raising some points that we haven't seen articulated so clearly elsewhere.



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NL51 Special report on Big Endowment Performance

11 / 25 / 2013
by Charles Skorina | Comments are closed
SPECIAL REPORT ON BIG ENDOWMENT PERFORMANCE
we present a special report ranking twelve of the most-watched U.S. endowments: the Ivys and Alt-Ivys, with the latest data on investment returns and leadership compensation through FY 2013.


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NL50 CIOs on the move, public pension fees, disinvesting in logic

08 / 14 / 2013
by Charles Skorina | Comments are closed

Peter H. Ammon: Another Yale vet lands another top job:

Surfing the sustainable investing L-curve: A noble way to lose money:

Even if you're the very model of a modern money manager, kitted out with a Sustainable Investing Officer, and all; what would a bold plunge into a green investing model have done for your returns in recent years?

Disinvesting in logic:

The titanic war over anthropogenic global warming seems to have spilled over into our own peaceful little shire.

Certain anti-AGW campaigners have noticed that a diversified stock portfolio allocates 10 percent or more to the energy sector, and they are shocked.  This spring they showed up on campuses demanding that endowments dump their fossil-fuel-tainted assets forthwith.



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NL49 Special Report on Midsize Endowments

08 / 01 / 2013
by Charles Skorina | Comments are closed

Punching above their weight: The Skorina Top 20 Midsize Endowments:

The NACUBO and Commonfund people do great work putting out annual statistics on endowments in their NCSE studies.  But they only report investment returns for statistical aggregates and those don't tell the whole story.

Our analysis of mid-sized endowments reveals that, although it's good to be big, it's not decisive for investment performance.  In fact, some of these mid-sized overachievers, produced industry-leading returns.

Most of the high-performers on both lists have a full-time, in-house investment professional. A chief investment officer or director of investments (DOI) is specifically tasked to endowment matters at 15 out of 20 on the 5-year list, and at 18 out of 20 on the 3-year list.  We think this is a key factor in generating consistently good investment performance over time.



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