Many companies are turning to an OCIO provider to ensure they can effectively manage their investment program. And, it goes without saying that if you haven’t worked with an OCIO provider yet, we believe there’s never been a more critical time to consider outsourcing your organization’s investment needs.

But how can you ensure that your current strategic investment partner—or the one you are considering choosing—will be up to the task at hand?

To help provide you with answers to this all-important question, we’ve developed a questionnaire to guide you through an evaluation process of your current or potential OCIO provider. With decades of experience managing the investments of organizations as a fiduciary, we have unique insight into what it takes for companies to achieve their investment goals.