OCIO Selection
Measure Twice, Cut Once.
Ready to start looking for an OCIO? Get the information you need to choose the OCIO that is best for your needs. Know the OCIO landscape, understand your investment philosophy, identify implementation system preferences, and determine your key decision factors. Consider whether to lead the search yourself or hire a consultant to support you. Going into the process with the right measures and tools can avoid costly delays and increase your chances of a successful OCIO match.
What to Know Before You Go OCIO
Step One: Learn about key aspects of the OCIO business model.
Step Two: Assess your organization’s goals, needs, and preferences. Decide what’s working, what could be improved, and what you want in an OCIO.
Search Consultant vs. DIY
An OCIO search consultant is like a matchmaker that arranges marriages between organizations and OCIOs. Figure out whether to hire an OCIO search consultant or go it on your own.
The Search Process
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.