The fiduciary roadmap, lays out the steps a prudent investor should take—and delegate—in running their portfolio. What can make or break an organization's investment success is its ability to execute all of the steps on the fiduciary roadmap well. This has led many fiduciaries to delegate aspects of their investment programs to an outsourced chief investment officer (OCIO) provider.
In this article, we explore the fiduciary roadmap from a non-profit investor's perspective and share how, in partnership with an OCIO provider, fiduciaries can successfully manage their investment programs in a volatile, ever-changing market environment.