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September 12, 2019

Investment outsourcing continues to gain popularity among institutional investors, and higher education institutions in particular find value in this model. Market volatility and limited resources can make the popular OCIO model very appealing to colleges and universities with limited time and resources.

But as the OCIO model grows in popularity, so does the number of new providers and startups claiming the same level of investment management services as tenured OCIOs. However, most have not weathered 2009 and other market downturns/upswings.

We partnered with AGB for a webinar that reviews key tips for finding the best investment management partner to fit your organization’s goals. It includes interviews from 3 separate college and university foundations about their experience working with an OCIO.  

In this recording, you’ll learn:

  • Strengths, weaknesses and myths of investment management model options: In-house vs. traditional consulting vs. outsourced CIO (OCIO)
  • How to address investment committee resistance to change and establish a governance structure agreeable to all members
  • What an experienced OCIO should offer, key features/benefits you need to look for and why not all OCIOs are built the same


Shauna Croft, director of finance and operations, Idaho State University Foundation

Michelle Matis, chief finance officer/chief operations officer, Valencia College Foundation

Stace Mercier, executive director, The University of Southern Mississippi Foundation

Moderator: Mary Jane Bobyock, managing director, SEI

Watch the replay.

The replay is now available on AGB’s site. Watch the replay: 

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company (SEI). AGB is not affiliated with SEI or its subsidiaries.

There are risks involved with investing including loss of principal. No investment strategy, including diversification, can protect against market risk or loss.

The Idaho State University Foundation, Valencia College Foundation and University of Southern Mississippi Foundation have been SEI clients as of 7/2/18, 10/30/15, 1/30/13 respectively. These Foundations were selected by AGB and are meant to be representative of an individual Foundation’s experience in selecting OCIO services and not specifically services provided by SEI. It is not an endorsement or solicitation of any products or services provided by SEI or its subsidiaries.

Number of SEI clients and AUM as of December 31, 2019.

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