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In this episode, my guest Brian Schroeder and I discuss the importance of getting an independent review of your Outsourced Chief Investment Officer’s (OCIO) performance.
In this episode, my guest Brian Schroeder and I discuss the importance of getting an independent review of your Outsourced Chief Investment Officer’s (OCIO) performance.
Brian, Founder of OCIO Monitor, does what the name of his organization suggests; he provides institutional investors independent reviews of their OCIO’s performance. He’s been in the business of doing this for over a decade, but with the increased use of OCIOs in recent years and given the strong projections for their growth in the future, the need for third-party oversight is also on the rise.
Outsourced Chief Investment Officers – at times in this episode, we refer to them simply as investment consultants – provide an invaluable service to groups responsible for large pools of capital such as pension funds and endowments and foundations. The fiduciaries of these funds often outsource their day-to-day investment management to OCIOs to reduce operational burden and to take advantage of their investment management expertise.
And while OCIOs regularly report their activity and performance to the trustees, fully understanding and objectively scrutinizing this performance – part of a fiduciary’s duty – can be challenging. This is where Brian comes in. He helps those responsible for the fund review their OCIO’s performance.
Link to:
· Brian’s OCIO Monitor website
Disclosures and Disclaimers
· Nothing in this episode is intended to be, or is, financial or legal advice,
· Statements and opinions expressed by those interviewed for this episode do not necessarily reflect those of the host, Matt Smith, and
· The content in this episode is not a paid promotion.
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