One College's OCIO Evaluation Process

August 15, 2017

Evaluating OCIO providers can be challenging. The experience of Moravian College may help simplify your process

Moravian College details how they executed their OCIO search

Evaluating investment management providers is a cumbersome process and requires time and detailed planning. Moravian College recently conducted a review to hire an OCIO. While your journey to a smooth search might seem uphill, Anne Reid, Associate Vice President for Finance at Moravian College, shares the step-by-step process they took to find the right OCIO for their investments.

Key steps include:

  • 1:17 The investment management process prior to the OCIO search
  • 2:45 Getting the committee on board with the OCIO model
  • 3:26 Key criteria when looking for an OCIO
  • 7:18 Reviewing RFP responses
  • 9:21 Words of wisdom/regrets about the OCIO RFP process
  • 14:30 What to look for at a site visit

 

An OCIO Evaluation Process

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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