Beyond the Benchmark: Are You Paying for an OCIO Partner or Just a Portfolio?

In a time of market volatility, inflation concerns, and growing financial pressure across higher education, how can colleges and universities ensure their endowments remain both resilient and mission-aligned? In this episode, AGB’s David Bass speaks with Kyle Adams of Cerity Partners about the evolving role of the outsourced chief investment officer (OCIO) model and what boards and investment committees should expect from their investment partners today. Together, they discuss how institutions of all sizes can strengthen decision-making, navigate uncertainty, and position their endowments to support long-term priorities.