What Outsourced Chief Investment Officer (OCIO) Actually Means

Abstract illustration of investment governance, delegated authority and accountability in an OCIO mandate

Outsourced Chief Investment Officer. What originated as a niche service has become so ubiquitous that it now describes almost any arrangement in which an external party has some role in investment decision-making. That ambiguity does a disservice to institutions and families who are genuinely trying to understand what they need. In its most rigorous form, […]