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. To date, we have conducted over 100 search, evaluation, and monitoring projects for corporate defined benefit plans, defined contribution plans, endowments and foundations, operating pools, and public defined benefit plans.

Our Evaluation and Monitoring ("E&M") Practice is a natural extension of RVK’s sole line of business of providing non-discretionary investment consulting services. We are confident that our non-discretionary advisory business model 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

13+ years providing OCIO search and evaluation services
100+ OCIO search, evaluation, and monitoring projects
19 different OCIO providers selected
55+ different OCIO providers evaluated
Robust database including more than 95 OCIO providers
Diversified institutional clients served, ranging in assets from $15 million to over $10 billion