Four key things to look for in an OCIO provider

Peter Corippo

Managing Director, Fiduciary Solutions - Retirement

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Is your investment program limited by resources and bandwidth? OCIO can elevate your investment program whether you use it holistically or selectively.

In today’s uncertain economic environment, having the resources necessary to build the ideal investment management program may seem like a pipe dream for many organizations. But imagine you had unlimited resources at your disposal. How would you improve upon the management of your investment program? What sort of implementation enhancements might you add? What about a manager research function? Or a transition management program?

As far-fetched as this exercise may seem, the truth is it doesn’t have to be that way. In fact, we believe these types of additions can become reality when you think beyond what you can accomplish with internal resources and assemble an extended team that maximizes your ability to get stuff done. This article dives into what we believe are the four must-haves when selecting a skilled outsourced chief investment officer (OCIO) provider.

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