What is OCIO?
There are a lot of confusing terms in the marketplace. Fiduciary management. Outsourced CIO. Implemented consulting. Investment outsourcing. OCIO. All the competing terminology boils down to one basic value proposition: the idea that your investment program might be improved by delegating some day-to-day management responsibilities to a trusted provider.
In our experience, it's possible to not only delegate many of your current duties, but to dramatically enhance the sophistication and oversight of your investment program at the same time. In many cases, the OCIO model can result in cost reduction as well given the scale and efficiency the provider can leverage. If you have limited investing resources, we can serve as a virtual extension of your staff–a role we've been fulfilling for our clients for nearly 40 years.
What are the benefits of investment outsourcing?
One of the key benefits of shifting to an investment outsourcing approach is streamlining the management of the investment portfolios, asset managers and vendor relationships by delegating as much of this oversight to your outsourcing provider.
Partnering with the right OCIO can potentially:
- Improve performance
- Streamline governance
- Reduce cost
- Increase time savings
- Provide access to expanded resources
- Deliver expertise specific to your organization, with dedicated practices in defined benefit, defined contribution, non-profits and healthcare systems.