An effective relationship with an Outsourced CIO (OCIO) is a partnership. An OCIO is there to enhance your organization’s investment program and free up your time, enabling you to focus on core business matters.

As the firm you hire ultimately becomes an extension of your organization, searching for the provider who will bring you the right combination of advice, investments and services is a daunting task. Not all OCIO providers are created equal.

We’ve created The Investment Outsourcing Guide to give you tools and practical advice to make your selection manageable and to help you find the right OCIO to suit your organization.

The right fit

We've been providing OCIO solutions to organizations for over forty years, and we've learned a thing or two about what it takes to finding the right fit.

The Investment Outsourcing Guide will help, by taking you through the important steps necessary to finding the right partner for your organization. It is essential reading for fiduciaries who are considering issuing a Request for Proposal (RFP) or simply looking to learn more about OCIO options.