My kingdom for a consultant: How to find the right OCIO

2016-01-29T17:28:10-08:00January 29th, 2016|Categories: Pension Funding|Tags: , |

Among the most important decisions a fiduciary body may be called upon to make is whether or not to outsource its organization’s investment program, and which outsourced CIO to choose. In his bestselling book “Pioneering Portfolio Management,” Yale CIO David Swensen writes of investment decisions: “Casual commitments invite casual reversal.” The same could be said of OCIO selection. The decision must be made with an eye toward the future, as long-term relationships with an aligned partner tend generally to [...]