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

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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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