Abbreviation
INS
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.
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.
View the blogImprove 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.
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
An OCIO search experience
An inside look at an OCIO search process from the Investment Committee Chair's perspective
Read the Q&A