Navigate the OCIO selection process with clarity. Our curated resources are designed to help you evaluate potential partners, ask the right questions, and align your investment approach with your organization’s goals.
Resource Center
Resource Center
Evaluating an OCIO
Not all OCIO providers are alike. Use our evaluation framework—including the “T” test—to distinguish key differences and determine which model could best serve your mission and investment objectives.
This overview breaks down common fee structures across OCIO models to help you assess cost in the context of value, transparency, and long-term impact.
This comprehensive guide helps your organization understand the benefits of an OCIO model and offers practical steps to begin your search. Learn how to assess fit, clarify goals, and move forward with confidence.
To help identify OCIO providers that can help meet your organization’s goals, it’s helpful to submit an RFP. We’ve put together sample questions to consider as you create an RFP in your search for an investment manager.
An “outsourced chief investment officer” (or OCIO) serves as a comprehensive fiduciary partner that provides investment solutions to an organization, such as managing a nonprofit’s endowment fund. They typically are delegated investment discretion and the corresponding fiduciary liability.
How can an OCIO help my organization?
Engaging with an OCIO may benefit your organization beyond investment returns, such as more time for investment committees to focus on their organization’s strategy and mission. The established governance structure can mitigate regulatory risk and address donor concerns about transparency. Accountability and fiduciary responsibilities are clearly defined at the outset through the creation of an investment policy statement (IPS).
How can a private foundation benefit from an external investment manager?
A private foundation may choose to outsource the management of their investments to an experienced and well-resourced investment manager who can assume the fiduciary responsibility of managing their endowment fund. An organization’s board of directors or investment subcommittee generally seeks an OCIO with deep resources and experience in managing asset pools with perpetual time horizons.
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