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RFP tool: ask the right questions

Hand-select topics that are important to you, such as performance evaluation, asset allocation, or investment philosophy. We'll send the list of questions that you need to ask.

Craft your RFP

We'll provide you with 12 categories of questions, from client service to investment manager research to risk management.

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Blog: Investment Office Roundup

Resources focused on helping your investment office achieve improved efficiency and success. Our expert contributors address a range of topics and offer practical solutions, from implementing alternative investments and ESG to combating inefficient internal processes and data aggregation/reporting inaccuracies.

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Improve control, focus on results

Take a more efficient approach to managing your assets. Your committee needs more time for critical asset allocation decisions, long-term planning and strategy. We can help.

Ready for the next step?

Build your custom OCIO RFP with questions that zero in on topics that matter most to your organization.

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Improve efficiency and strategic focus with OCIO

We act as an extension of your staff, focused on your long-term goals. We’ll give you dedicated staff, expert advice, timely manager changes, risk monitoring, and goals-focused reporting.

How we're different
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An OCIO search experience

An inside look at an OCIO search process from the Investment Committee Chair's perspective

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Walk through our 5-step process

Double down on your financial knowledge. Learn how we can help you reach your financial goals with our ERM roadmap.

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