Skip to main content

One college's OCIO evaluation process

Moravian College details how they executed their OCIO search.

Evaluating investment management providers is a cumbersome process and requires time and detailed planning. Moravian College recently conducted a review to hire an OCIO. While your journey to a smooth search might seem uphill, Anne Reid, Associate Vice President for Finance at Moravian College, shares the step-by-step process they took to find the right OCIO for their investments.

Key steps include:

  • 1:17 The investment management process prior to the OCIO search
  • 2:45 Getting the committee on board with the OCIO model
  • 3:26 Key criteria when looking for an OCIO
  • 7:18 Reviewing RFP responses
  • 9:21 Words of wisdom/regrets about the OCIO RFP process
  • 14:30 What to look for at a site visit

An OCIO evaluation process

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Vibrant orange background with white stairs ascending, as a representation of potential investment returns

Ready for the next step?

Build your custom OCIO RFP with targeted questions. Develop your own request for proposal with topics that matter most to your organization.

Build my RFP

Experience matters

We're exclusively an OCIO, and have been for over a quarter of a century. The experience and leanings from an OCIO that's been here since the beginning makes a difference. Learn SEI's differences.

The Institutional  Group

300 market and investment professionals to serve you