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When and Where
  • 5/17/2022 2:00 PM EDT
  • 5/17/2023 2:00 PM EDT
  • Virtual

Organizations relying on outsourced chief investment officers (“OCIOs”) face a marketplace that delivers services in a wide variety of manners. In some scenarios, the client may retain some degree of authority over portfolio activity, while others seek full-service solutions. This discussion will focus on the various key considerations for investment committees when seeking, managing, or changing an OCIO relationship. What are the trade-offs between administrative costs, investment expertise, and investment performance?