The Rise of OCIO

Outsourced Chief Investment Officer services (OCIO) have been gaining traction across the institutional investment industry. Under this model, an organization hires an external firm to implement all or a portion of its investment portfolio on a discretionary basis.

Just like choosing a non-discretionary consulting advisor requires careful consideration, selecting an OCIO provider is a critical decision.

In this video, we explore the factors leading to the rapid growth of the OCIO model, important variables when evaluating OCIO providers, and key questions asset owners should discuss when considering a move to OCIO.