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What Every Board Should Ask About OCIO

The number of Outsourced Chief Investment Officers or OCIO providers has exploded in recent years as institutions have come to recognize the value of an outsourced investment management solution.

Institutions seek OCIOs for many reasons including co-fiduciary oversight, risk management, access to sophisticated models and alternatives, and more. This is good news since the proliferation of providers increases the chances of finding a suitable OCIO. But at the same time, having more choices can make an already challenging selection process even more onerous, stressful, and time consuming.

To help, we have put together a list of questions that we believe are important for board members engaged in the search process to ask of OCIO prospects. Although the list is not exhaustive, it highlights key areas that our experience suggests are important differentiators in choosing the right OCIO provider.

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