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OCIO Fees Shouldn’t Be That Complex

Most institutions searching for an Outsourced Chief Investment Officer, or OCIO, would agree that fees are an important consideration when choosing an investment partner. But most would also agree that:

• Fully understanding providers’ pricing can be a challenge
• Doing an “apples to apples” comparison of OCIO provider fees is more difficult than it should be

To help you evaluate OCIO fees, we have created this guide to transparent pricing, discussing what you should expect to see in an OCIO fee proposal and what to look for when comparing the offers of different providers.

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