Deep Dive Educational Module 3: OCIO vs. Other Outsourcing Options

Intro to OCIO
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Fiduciary Resources
June 14, 2024
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The success of the dedicated OCIO model has led to an increase in the number of investment committees open to outsourcing the management of their organization's portfolios. As a result, many large financial services firms have entered the outsourcing market with a wide range of products and services. Increased outsourcing presents both benefits and challenges. This module is designed to help investment committees understand how the various options compare.

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If you are interested in learning more, please email us at ocio@strategicgroup.com. We would be happy to schedule a time to present one or more of the full modules to your Investment Committee or Board.