Volatile markets put extra pressure on committees, causing them to look for ways to alleviate some of the stress of managing the investment portfolio.

Is it time to reconsider your investment management approach? With stretched resources and tight budgets, every day can be a challenge. Especially when you come across a bump in the road. Uncertain times reinforce the value of using an OCIO model.

In order to meet the growing demands of investment committee time and resources, many institutional organizations are looking to partner with outsourced CIOs. Why?

  • Continual due diligence and fiduciary protection
  • Security that someone is monitoring the portfolio
  • Ability to be nimble with investment decisions
  • Sophisticated investment lineup

It should be easier

Committees that decide to partner with an OCIO experience a life-changing way of managing the investment portfolio. OCIOs offer comprehensive account coverage with flexibility and resources in all areas of expertise, working with you on:

client communication

This model empowers you to focus your efforts on key strategic decisions, rather than keeping up with the day-to-day investment management administration.

Knowledge Center Q&A: An Inside Look at an OCIO Search Process from the Investment Committee Chair's Perspective A committee's decision process to begin an OCIO search

It’s all about your goals

At the very start of your relationship, OCIOs should establish implementation and review processes to meet your objectives. Together, you identify guidelines for regular asset allocation and investment policy discussions, or discussions triggered by a point of view on market events.

Improve your efficiency and strategic focus

We act as an extension of your staff, focused on your long-term goals.

We’ll give you dedicated staff, expert advice, timely manager changes, risk monitoring and goals-focused reporting.

How we're different

Open communication is key

OCIOs meet with you regularly to discuss the work they are doing with your portfolio, research conducted, regulatory changes and recommended changes. Our OCIO solution, for example, will ensure you are very familiar with our processes, including:

  • A deep understanding of the investment market
  • Actively managed assets
  • A strong investment point of view

Training and education

Access to experts gives you the research and education you need to fulfill your role as a committee member. Examples include emails, videos, conferences and social networking outreach.

Help your committee better meet your organization’s financial goals. Contact us for an introduction.

Legal Note

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.

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An OCIO search experience

A step by step process to selecting an OCIO.

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