One Executive's OCIO Search Experience

July 31, 2017

One executive shares his process, from RFP to finals presentations to site visits, on his organization's journey to select an OCIO

In this interview with Stuart Comstock-Gay, president and CEO of the Delaware Community Foundation (DCF), you'll hear how the foundation organized, conducted and evaluated their OCIO search from start to finish.

"We needed somebody to really pay attention to changes and make recommendations and make decisions in real time." -- Stuart Comstock-Gay, President and CEO, DCF

Stuart explains their motivation for change – the need for an investment partner to study the investment environment and make timely decisions that best fit the foundation’s goals, and why they selected an OCIO that provided the level of customer service and structure to better set them up for success.

In this video, you'll learn:

  • 1:33 – Circumstances that led DCF to look for an OCIO
  • 5:26 – How to narrow down RFP responses
  • 8:02 – Advice about the RFP process
  • 10:58 – What’s changed since selecting an OCIO provider

An OCIO Search Experience

Is the OCIO model is right for you?

As an OCIO that’s been providing discretion for 25+ years, we’ve been through the process more than a few times. We've created and collected resources and tools for you to use and share. Whether you are just considering change or already started your search, we can help.

Ready to begin? Look through our evaluation tools.

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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