The Colony Group Institutional Advisory Practice’s expertise is in providing complete Outsourced Chief Investment Office (‘OCIO’) services to endowment, foundation, and select family relationships. We provide investment advisory services to owners and stewards of substantial wealth, engaging in rigorous, long-term, value-oriented investing. We take our fiduciary responsibility seriously and help organizations follow fiduciary best practices.
We serve as your outsourced Chief Investment Officer – becoming an extension of your staff to fulfill critical functions that support you, your team and your mission. Whether you’re funding key programs in the near future or establishing longer-term priorities, our institutional investment advisors help prioritize your goals today while planning for the future.
Transitioning any portfolio requires close attention to, and serious consideration of a number of relevant factors. Changing advisors, custodians, and other service providers can present unique challenges to institutions....
Establishing and managing an investment committee comes with responsibility and at times, complexity. In this edition of Perspectives, we explore the layers of service and what investment committees, and...
The Colony Group’s, Frank Brochin, Ph.D. chats with Worth Media about the advantages of working with an Outsourced Chief Investment Officer (OCIO). With access to dynamic strategies via professionals...
The Colony Group’s Andrew Vogelstein, President of TCG’s Institutional Advisory Practice, chats with Worth Media about the benefits of working with an Outsourced Chief Investment Officer (OCIO). From providing...
There are numerous ways for investors to view and manage risk. In this two-part series we take a closer look at assessing and managing risk at the portfolio (Part...
There are numerous ways for investors to view and manage risk. In this two-part series we take a closer look at assessing and managing risk at the portfolio (Part...
What is the first step to establishing a strategic asset allocation framework? Given the specific needs and financial circumstances of any institution, it is essential to establish a strategic...
Where do you see opportunities to have an impact in the later stages of due diligence? While understanding fees, arrangements with third-party service providers, and alignment of interests are...
In Part I of Strategy and Tactics for Endowments’ and Foundations’ Annual Draw, Institutional Advisory Practice, Chief Investment Officer, Pier Friend introduces considerations and practices that institutional boards and...
Are you part of an institution looking to learn more about incorporating diversity, equity, and inclusion (DEI) objectives into investments? Is the organization seeking alignment between its investments and...
In what way(s) do endowments and foundations think about their annual draw differently? Endowments and foundations will have different approaches to how they think about their annual draw. Private...
What are the primary principles one should incorporate into an investment manager evaluation framework? Trust, integrity, alignment, and success. While these principles set a high bar for investment managers/firms...
What does the process of including diverse managers in an investment portfolio entail? Cassidy Orr: Clients overseeing pools of capital have a responsibility to support the mission of the...
The Colony Group’s Institutional Advisory Practice President, Andrew Vogelstein, and Senior Investment Advisor, Lisa Longest, discuss the outsourced chief investment officer (OCIO) model, its benefits, and how to know...
What is an Outsourced Chief Investment Officer (‘OCIO’)? An OCIO provides the services of a full-time, in-house investment office and is responsible for the management, oversight, and administration of...
What purpose do benchmarks serve? Benchmarks can help provide institutions with a framework for achieving successful long-term investment results. Once risk and return objectives have been codified, a system...
Can you discuss “liquidity” in the context of investing? For simplicity, the primary variables in considering the liquidity of an asset are time, price, and volatility. Time and price...
The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you...
What single quality is most important in your investment manager research process? Integrity is paramount and must be present throughout a manager’s entire organization. Our assessment of integrity emerges...
The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...
Why should you consider including diversity, equity, and inclusion (‘DEI’) in your investment policy statement (‘IPS’)? Doing so ensures that the institution’s DEI objectives remain priorities, even in times...
What options are currently available to me to leverage my philanthropic goals? Rob Inches: The nine most common opportunities are, 1) Traditional Philanthropy – support for all good causes,...
In an economy in which governmental spending is increasingly strained, nonprofit organizations are forced to play a larger role in serving the greater good. Driven by boards that are...
As a volunteer for your non-profit, you are passionate about its mission. You have seen the good it does in your community. Six years ago, you joined the investment...
With over 20 year’s experience, Colony’s Institutional Advisory Practice’s expertise is in providing complete Outsourced Chief Investment Office (‘OCIO’) services to endowment, foundation and select family relationships.
