Four rules of outsourcing

Four rules of outsourcing

The choice to use the services of an Outsourced Chief Investment Officer (OCIO) provider is one of the most significant decisions that a board is likely to make. This piece is focused on the four most important rules that Verus believes investors should understand, and OCIO providers should deliver upon:

  • Rule one: Good governance is a good investment.
  • Rule two: Cookie-cutter solutions may not cut it for you.
  • Rule three: Complex portfolios don’t mean sophistication.
  • Rule four: Goldilocks knows – big firm resources with small firm values is just right.


Read the Verus Sound Thinking by clicking the link below.