2021 Outsourced Chief Investment Officer (OCIO) Survey with List of OCIO Providers OCIO Selection | Industry Resources Survey, List of OCIOs By Chief Investment Officer Magazine April 22, 2021 The overwhelming reason that institutional investors outsource investment management is a lack of internal resources. Read More
Today's OCIO Model Passes a Major Test of Governance OCIO Selection | Industry Resources By Pensions & Investments February 8, 2021 The pandemic has challenged everyone in many ways ― personally and professionally. The coronavirus has forced investment managers and their clients to grapple with yet another black swan crisis just over a decade since the last one. Read More
As the OCIO Industry Grows, Calls for Transparency and Standards Get Louder OCIO Oversight | Industry Resources Best Practices By Aziza Kasumov - FundFire December 9, 2020 In a Cerulli survey released in November 2020, 91% of search firms sampled said inadequate communication around investment performance was a challenge with OCIO providers, with more than a quarter saying it was a significant challenge. This aspect was the single most Read More
OCIO Industry Needs to Adopt GIPS OCIO Selection | Industry Resources GIPS, Performance Reporting By David Spaulding - P&I November 5, 2020 The OCIO market is one of those segments of the investment world that is seeing a significant increase in growth. Not only are managers that were created solely as OCIOs finding new opportunities, more traditional managers, including large fund complexes, are also being drawn into this market. Read More
Standards for Excellence: How to Fulfill Your Fiduciary Responsibility around Oversight of Your Investment Program OCIO Oversight | Industry Resources Endowments, Governance By Strategic Investment Group August 12, 2020 Endowments are an increasingly precious resource to cover rising costs, strengthen financial resilience, support important initiatives, and help keep higher education affordable. The work of a college or university investment committee member has never been more important. Read More
OCIO Growth Assisted by Volatile Times Intro to OCIO | Industry Resources Growth of OCIO By Christine Williamson - P&I June 29, 2020 The strong growth of OCIO assets in the year ended March 31 likely will accelerate as institutional investors evaluate their funds' performance during the market turmoil in the first quarter and elect to outsource portfolio management, said OCIO managers and industry observers. Read More
The Appeal of OCIOs: Questing for Good Returns Intro to OCIO | Industry Resources Asset Allocation By Larry Light - Chief Investment Officer Magazine March 13, 2020 Why do asset owners hire outsourced chief investment officers? To help them get the returns they want. As common-sensical as that sounds, this quest for good performance is woven into the OCIO appeal in a way that benefits the owners more than many realize. Read More
OCIO Conflicts of Interest: Fee Fiddles and Performance Puffery OCIO Selection | Industry Resources Fees, Governance By AlphaWeek/Strategic Investment Group August 7, 2019 The chief responsibility of an OCIO is to act as a trusted advisor and a co-fiduciary. Alignment, trust, transparency, and a spirit of partnership are critical ingredients of a successful OCIO relationship. Read More
5 Key Questions: Comparing Fees of OCIO Providers OCIO Selection | Industry Resources By Keith Luke - Commonfund Institute May 8, 2019 Fees and expenses are always an important consideration in selecting an OCIO provider and asking detailed and probing questions of potential providers is critical in a diligence process. Read More
Universities Keep OCIOs in Line with Internal Investment Pros OCIO Selection | Industry Resources Investment Committee, Internal Staff By Alyson Velati - FundFire February 16, 2018 Institutional investors are increasingly outsourcing their investment offices, yet investment committees still have issues with the idea of handing over full oversight of the portfolio to an external firm. Read More
Enhancing Your Institution's Governance Model OCIO Oversight | Industry Resources Governance By Nikki Kraus June 21, 2017 The challenges of investing are both technical and human. To excel, endowment stewards must be as attentive to potential land mines in governance as they are to those in global markets. Read More
Best Governance Practices in Delegation and Consultant Selection OCIO Selection | Industry Resources Governance, Best Practices, Delegation By Greenwich Roundtable March 16, 2016 The Greenwich Roundtable has released a thoughtful paper, Best Governance Practices in Delegation and Consultant Selection for Long-Term Funds, which includes a solid sample RFP. Read More