Organizations’ need for a strategic investment partner is no longer a nice-to-have. In our opinion, it’s mission-critical to their long-term success. We believe this can best be accomplished by teaming with an outsourced CIO (OCIO) provider, in order to enhance the organization’s investment program and free up additional resources to focus on core business matters. Yet it’s important to realize that not all OCIO providers are created equally. Capabilities, skill set, depth of knowledge, resources and investment philosophy can vary sharply from one provider to the next.
We’ve identified five key factors in particular that we believe organizations should look for when searching for an OCIO provider.