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Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Ocio 2.0: Realizing a Superior Model for Outsourced Chief Investment Officers

Ocio 2.0: Realizing a Superior Model for Outsourced Chief Investment Officers

Paperback

Business General

ISBN10: 1732138869
ISBN13: 9781732138865
Publisher: Lightning Source Inc
Published: Feb 16 2020
Pages: 54
Weight: 0.20
Height: 0.13 Width: 5.98 Depth: 9.02
Language: English
Outsourced chief investment officers oversee an increasing number of large investment portfolios. OCIOs manage trillions of dollars and this is one of the fastest growing parts of the investment business.While these OCIOs are gaining clients and assets to manage, clients too are learning. Clients are getting better at understanding what it is they like - and don't like about the OCIO model. Some of these clients have felt frustrated and fired their first OCIO and hired a new one. But replacing a vendor doesn't always improve the outcomes. Instead of swapping one set of problems for others, there is a better solution for everyone. Clients and OCIO firms can both benefit from acknowledging that there are principles for managing these large, complex portfolios. OCIO 2.0 offers a road map for the industry to move towards a set of principles which can guide both OCIOs and their clients.

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Business General