OCIO Search Assistance



As an OCIO search firm we offer a deep understanding of the OCIO industry and the latest trends and developments. We have a team of experienced professionals who bring years of experience in conducting due diligence and selecting the most qualified OCIO for their clients. This expertise can help the university investment committee make well-informed decisions. As an external party, we can offer an objective and unbiased opinion on potential OCIO candidates. We have extensive experience working with universities and understand the unique needs and challenges they face in managing their investments while meeting spending requirements to maintain quality education. Furthermore, we help tailor the search process to fit the specific needs and culture of the university and ensure they find the best fit for your investment committee. 

To accomplish this operation, we perform the following responsibilities:

Conduct a thorough assessment of the university's investment goals, risk tolerance, and operational requirements to determine the best fit for the OCIO. This ensures that the selected OCIO aligns with the university's unique needs and objectives.

Assist the university investment committee in creating a customized RFP that includes the specific requirements of the university. This helps to streamline the evaluation process and ensure that the OCIO providers are assessed fairly and consistently.

Access to an extensive network of OCIOs, allowing them to provide the university investment committee with a wide range of options. We maintain a comprehensive database of potential candidates, making the search process more efficient and effective. This enables the committee to compare different OCIO providers and make an informed decision.

Conduct comprehensive due diligence on potential OCIO candidates, including reviewing their investment strategies, performance track record, and client references. This thorough analysis helps the investment committee gauge the credibility and suitability of the OCIO.

Conducts thorough pre-screening and vetting of potential candidates including coordinated interviews and reference checks to ensure they meet the necessary qualifications and are a good fit for the university.

Offer assessment tools to evaluate a candidate's skills, strengths, and fit for the university's investment committee. We utilize tools and resources to benchmark the performance and fees of potential OCIO candidates against industry standards, helping the committee make an informed decision.

Maintain open and transparent communication with the university committee throughout the search process, providing regular updates and progress reports.

Timely delivery, ensuring that the university committee can select an OCIO within their desired timeframe.

Provide ongoing support to the university investment committee in monitoring the OCIO's performance and ensuring that they are meeting the university's needs and objectives.

Maintains strict confidentiality throughout the process, protecting the university's reputation and privacy and candidates’ information.

Strategic Advantages

Benefits of Using an OCIO

  • Cost-Effective

    Outsourcing investment management to an OCIO can be a cost-effective option for universities. This is because OCIO firms have economies of scale and can negotiate lower fees with investment managers, which can result in cost savings for the university.

  • Expertise and Experience

    OCIO (Outsourced Chief Investment Officer) firms are composed of highly experienced professionals with expertise in investment management. This gives the investment committee access to a team of experts who understand the complexities of financial markets and can provide valuable insights on investment decisions.

  • Time and Resource Savings

    Managing investments is a time-consuming and resource-intensive process. By outsourcing this responsibility to an OCIO, the investment committee can save time and resources that can be better utilized on other important tasks such as strategic planning and oversight.

  • Customized Investment Strategies

    OCIO firms can create customized investment strategies that align with the university's specific goals and risk profile. This allows the investment committee to have a tailored approach to investing that meets the unique needs and objectives of the university.

  • Access to a Diverse Range of Investment Opportunities

    OCIO firms have access to a wide range of investment opportunities and asset classes, including alternative investments such as private equity and real estate. This can provide the investment committee with opportunities for diversification and potential higher returns.

  • Risk Management

    OCIO firms have the resources and expertise to effectively manage and monitor investment risks. This can help the investment committee make more informed decisions and mitigate potential losses.

  • Accountability and Transparency

    OCIO firms are accountable for the performance of the university's investments and are required to provide regular reports to the investment committee. This promotes transparency and ensures that the university's investments are being managed in a responsible manner.

  • Access to Technology and Resources

    OCIO firms have access to advanced technology and resources that can aid in investment decision-making. This can include data analytics, risk management tools, and research capabilities, which may not be readily available to the university's investment committee.

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