Delegated investing models provide institutional investors with the resources and expertise to improve focus and overall results. Often referred to as fiduciary management, implemented consulting, or outsourced CIO (OCIO), plan sponsors are considering this approach. Our OCIO center provides statistics and tools to help you evaluate the ever changing OCIO model.
5 OCIO Myths Debunked
Despite a robust demand for OCIO services from institutional investors, some misconceptions remain among finance professionals and committee members.
10 Questions to Evaluate OCIOs
What's missing from your OCIO checklist? Learn the 10 questions you shouldn't skip when evaluating OCIOs.
Levels of Discretion
To meet investor demand, providers are taking on discretion and fiduciary responsibility for portfolio management decisions. When does delegating discretion for investment decision-making make sense?