Overview

About Our OCIO Evaluation and Monitoring Practice

RVK has been providing Outsourced CIO (OCIO) search, evaluation, and monitoring services to U.S. and international institutional clients since 2012 and has conducted over 50 search, evaluation, and monitoring projects for corporate defined benefit plans, defined contribution plans, endowments and foundations, operating pools, and public defined benefit plans.

We created our Evaluation and Monitoring Practice as a natural extension of RVK’s sole line of business of providing non-discretionary investment consulting services to institutional clients. We are confident that our decision to remain a non-discretionary advisor can help meet the needs of asset owners seeking unbiased advice without any financial incentives from investment firms nor the offering of proprietary investment products.

RVK OCIO Evaluation and Monitoring Practice by the Numbers

7+ years providing OCIO search and evaluation services
50+ OCIO search, evaluation, and monitoring projects
15+ different OCIO providers selected
50+ different OCIO providers evaluated
Robust database including more than 70 OCIO providers
Diversified institutional clients served, ranging in assets from $15 million to over $10 billion