Searches
OCIO Directory Fall 2025: So many! Endowment Rankings 1-yr FY25 Everything worked! Pay and Performance at Private Foundations Affluent Family Affairs The post Searches appeared first on Charles...
View ArticleOCIO Directory Fall 2025: So many!
The price of ability does not depend on merit but on supply and demand. – George Bernard Shaw For our summer 2023 OCIO directory we wrote: Despite the Nasdaq losing a third of its value, 33%, the...
View ArticleEndowment Performance Rankings 2025: What, me worry?
The trend is your friend… until it isn’t. —Anonymous Our latest endowment performance report features ten-year and one-year returns, along with AUM, for one-hundred-forty-six US and nine Canadian...
View ArticleThat one in a million
There can be few fields of human endeavor in which history counts for so little as in the world of finance. —John Kenneth Galbraith I recently reviewed endowment performance and investment talent with...
View ArticleWashington University: movin’ on up
Diversification is protection against ignorance; it makes little sense if you know what you are doing. —Warren Buffett (1996 annual meeting) How boards and investment offices make all the difference...
View ArticleIt’s all about the fit
One thing I’ve learned: culture matters when you’re doing M&A. —James Gorman My client, a regional financial corporation with significant multi-state banking and investment operations, seeks to...
View ArticleOCIO Directory Summer 2026: fresh paint, traditional values
The mind can only absorb what the seat can endure. — Unknown Our summer 2026 Outsourced Chief Investment Officer (OCIO) directory update features one-hundred-eight service providers with contact names,...
View ArticleBetter boards, busy bots
Making money is art –Andy Warhol Today’s newsletter is short and mostly sweet. First, helpful hints on building great boards and investment teams, but then some doubts on how much longer it might...
View ArticleTarek Saghir, new CIO, UC Berkeley Endowment Mgmt. Co.
Tarek Saghir, new CIO, UC Berkeley Endowment IMC x CIO Brandeis U, GroveStreet, CPPIB, McKinsey, BS Chem Eng, U Toronto, MBA & J.D. Harvard The post Tarek Saghir, new CIO, UC Berkeley Endowment...
View ArticleIf it were easy . . .
It takes character to sit with all that cash and to do nothing —Charlie Munger Jason Zweig – columnist, The Intelligent Investor, WSJ – wrestled recently with one of life’s enduring puzzles. Why do...
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![Personal Investments • Re: 401k investments [which to choose?]](http://i.imgur.com/wA51OIw.png)
