Services

Fundamental to the success of the implementation model or OCIO relationahip is the alignment of the asset owner's governance and the provider's service model. We work closely with clients to help their governance structure and supporting documentation fit with an OCIO model. We facilitate a discussion around the client's investment philosophies that will then drive the provider selection.

For clients pursuing or revaluating an OCIO relationship, as an important first step, we provide education on various types of implementation models, an overview of the OCIO market, and information on how an OCIO model reshapes an investment program and its benefits and limitations.

Sample Scope for Education Project

• Discussion on the current and prospective governance structure of the institution
• Education on various investment program models ranging from non-discretionary consulting to fully-delegated outsourced solutions, covering characteristics, benefits, and challenges with each model, fee structures, and the roles of the Investment Commitee (the "Committee") and Staff within each model
• Update on the current OCIO industry environment and an overview of how the OCIO marketplace has evolved
• Discussion with the Committee to capture the overall objectives, preferences, and investment philosophy of the Foundation
• Objectives and preferences of the Foundation in the context of various potential investment models - Non-Discretionary Consultant, Partial Discretion Manager, Fully Outsourced Solution, and Internal Staff