Do you have questions about
Outsourced Chief Investment Officer (OCIO) Services?
We have answers. . . backed by 35 years of experience as an OCIO pioneer.
New to OCIO?
Start with "What is an OCIO?" and explore whether your organization can benefit from OCIO services.
Ready to start looking for an OCIO?
Get the information you need to choose the OCIO that is best for your unique situation.
Already have an OCIO partner?
Find out how to make the most of the relationship through effective communication and cooperation.
DEDICATED TO EDUCATION, ADVOCACY, AND INSIGHT
We are Strategic Investment Group, and we designed this website as a resource for:
- institutional investment committees and similar business leaders considering outsourcing the investment needs of their organizations;
- organizations that already are partnered with an OCIO and want to make the most of the relationship; and
- industry professionals interested in advancing the OCIO business model through best practices, transparency, and critical thinking.
The goal of this site is to help you find the information you need based on how much you may know about what OCIOs offer, and whether you are interested in or already committed to the OCIO model (either as a client, search consultant or an OCIO provider).
Stay in the Know
Take a look at our latest insights.
Asset Mgr OCIOs Face Conflict Questions from Search Consultants
Some OCIO search consultants are worried about managers loading up OCIO portfolios with their own investment strategies, with some declining to recommend OCIOs that include too many proprietary products in their portfolios.
How to Measure OCIO Performance
The outsourced CIO model has exploded, overseeing $3 trillion in institutional assets, more than triple the level of 15 years ago. But it still has a way to go in improving the transparency that asset owners need from OCIO providers entrusted with managing holdings.
Endowments, Foundations Increase OCIO Use, but Underutilize Alts
Endowments and foundations are too light on alternative investments, increasingly use outsourced CIOs and have cooled off a bit on environmental, social and governance issues, among the findings of a recent survey from CAPTRUST Financial Advisors.
We love new ideas and challenges. Contact us today, and we'll get back to you soon.