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Institutions Insights

Jim Russo

Senior Principal

Institutions

A Primer for New Investment Committee Members

September 24, 2026 - Joining an investment committee (IC), the group who sets the investment policy, objectives, and risk parameters, is a privilege that comes with real responsibility. Whatever…

Jim Russo, Senior Principal
Institutions

Inside the 2026 Institutional Client Summit

September 22, 2026 - This summer, clients and prospective clients gathered in Seattle for the 2026 Cerity Partners Institutional Client Summit. The theme—“Forty Years Forward: Continuing Trust, Expanding Capability”—…

Kyle Adams

Partner

Institutions

Why More Nonprofits Are Considering OCIO

September 22, 2026 - Nonprofits are being squeezed from multiple directions. Federal funding has become less reliable. Demand for services continues to rise. Operating deficits are more common. Organizations…

Kyle Adams, Partner

Dan Hougard

Principal

Institutions

LDI for Public Sponsors 

September 10, 2026 - Introduction The purpose of a pension plan’s investment portfolio (assets) is to ensure that promised benefits (liabilities) can be paid to beneficiaries as they come…

Dan Hougard, Principal

Thomas Garrett

Senior Principal

Institutions

This Matters and This Doesn’t

September 4, 2026 - Executive Summary Effectively managing a portfolio involves gathering information, processing information, making decisions, and implementation. Much of an investor’s success depends on their ability to…

Thomas Garrett, Senior Principal

Thomas Garrett

Senior Principal

Institutions

Driving Discretionary Portfolio Governance Through Risk

September 4, 2026 - Executive Summary Risk is the currency which pays investors a return. The type, and amount, of risk exposure that an investor chooses to take on…

Thomas Garrett, Senior Principal

Kyle Adams

Partner

Institutions

The Outsourcing Landscape: A Field Guide to OCIO Services

August 12, 2026 - At nonprofits, foundations, and other mission-driven organizations, the investment office is being asked to do more in an increasingly demanding environment. Funding sources are under…

Kyle Adams, Partner
Institutions

Our Institutional Consulting Real Assets Outlook

June 1, 2026 - Modest economic growth with a side of volatility  We expect moderate positive growth that surprises to the upside over the next year. Fiscal and monetary…

Kyle Adams

Partner

Institutions

Why Nonprofits Should Embrace OCIO

January 20, 2026 - In today’s increasingly complex investment landscape, nonprofit organizations face growing pressure to steward capital responsibly while advancing their missions. As a result, many nonprofits are…

Kyle Adams, Partner
Institutions

Selecting Private Markets Managers: A Due Diligence Framework 

November 16, 2024 - Executive Summary Historically, investments in privately held assets have generally produced higher returns than those in publicly traded assets. However, sustainable outperformance for limited partners…

Theodore D. Schneider

Partner

Institutions

Nonprofits: Planned Giving Strategies for Donors

January 10, 2023 - Having focused discussions with potential donors regarding planned giving strategies is an effective tool to encourage donors to complete an annual gift and can help…

Theodore D. Schneider, Partner

Susan Hartley-Moss

Partner

Institutions

Compensation Considerations for Foundation Insiders

June 9, 2022 - Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful…

Susan Hartley-Moss, Partner

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City

September 22, 2026 - Cerity Partners today announced their intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory…

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

Andrejs Pilajevs

Senior Principal

Cross-Border Planning

Frequently Asked Questions About Wealth and Tax Planning for International Entrepreneurs

September 24, 2026 - A growing number of international entrepreneurs are building companies that require a presence in the United States. For these founders, the move brings a distinct…

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