Toolkit: What to Determine Before the OCIO Search OCIO Selection | Fiduciary Resources OCIO Search, Toolkit By Strategic Investment Group June 1, 2021 In this toolkit, we provide some detailed considerations for the organization to determine before looking for an OCIO. Read More
Toolkit: Hiring an OCIO Search Consultant OCIO Selection | Fiduciary Resources Search Consultant, Toolkit By Strategic Investment Group May 27, 2021 Considering hiring an OCIO Search Consultant? In this toolkit, we suggest questions to ask candidates. Read More
Toolkit: Timeline of a Typical Search OCIO Selection | Fiduciary Resources Search Process By Strategic Investment Group May 24, 2021 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. Read More
Toolkit: Drafting an OCIO RFI/RFP OCIO Selection | Fiduciary Resources RFPS, Toolkit By Strategic Investment Group May 21, 2021 Are you ready to create an RFP? For help drafting and RFI or RFP, we suggest this toolkit. Read More
Toolkit: Ten Key Decision Points OCIO Selection | Fiduciary Resources Toolkit By Strategic Investment Group May 17, 2021 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. Read More
Toolkit: OCIO Transition Process OCIO Selection | Fiduciary Resources Transition, Toolkit By Strategic Investment Group May 14, 2021 There are many moving parts to an OCIO transition. It helps to break it down into three phases: documentation, transfer, and implementation. Read More
Toolkit: IC Roles and Responsibilities OCIO Oversight | Fiduciary Resources Governance, Investment Committee, Toolkit By Strategic Investment Group May 5, 2021 This toolkit illustrates the typical division of responsibilities between an Investment Committee and its OCIO. Read More