Fiduciary Resources

OCIOs offer different “implementation systems” (ways of deploying client assets) that vary in customization from least to most customized as follows: Single Fund, Hybrid, and Fully Customized.

We recommend that you request fee information in a format that makes it easier to assess many of these factors. 

Request OCIO performance information in the manner that is most helpful to the investment committee.  This toolkit highlights best practices in OCIO performance reporting.

In this toolkit, we provide some detailed considerations for the organization to determine before looking for an OCIO.

Considering hiring an OCIO Search Consultant? In this toolkit, we suggest questions to ask candidates.

Whether an organization hires a consultant or conducts its own search, the process is similar and can be divided into three phases: preparation, due diligence, and selection.

Are you ready to create an RFP? For help drafting and RFI or RFP, we suggest this toolkit. 

Although every organization will have specific requirements, some concerns are universal. Do not make a decision without confirming the ten key decision points in this toolkit.

There are many moving parts to an OCIO transition. It helps to break it down into three phases: documentation, transfer, and implementation.  

This toolkit illustrates the typical division of responsibilities between an Investment Committee and its OCIO.