Determine if outsourcing is right for your institution.

Once seen primarily as a solution for small institutions with limited resources, outsourcing of the investment management function is now widespread, with a broad range of long-term investors turning to the outsourced chief investment officer (OCIO) model.

Properly implemented, outsourcing can help institutions with both large and small asset pools do the following:

  • address portfolio complexity and risk management challenges
  • benefit from more timely decision-making
  • contend with an increasingly rigorous regulatory environment enabling trustees to focus on improving institutional governance

Download the white paper by filling in your details  to learn more about the OCIO model and if it's right for your institution.