With the OCIO model quickly becoming the "norm" for many college and university endowments, identifying an OCIO that can bring maximum benefits and efficiencies to your committee and organization is critical.
One of the most important and difficult components of finding the right OCIO is determining which provider offers an implementation model aligned with your investment committee's desired governance structure.
Moravian College and Kent State University completed their search for an OCIO provider. Both moving from the traditional consulting/advisory model, they're not looking back after experiencing the timeliness and effectiveness the OCIO model brings.
"We undertook a competitive process to really understand what the contemporary, emerging methods for most effective and efficient investment portfolio management models were," says Mark Polatajko, Kent State University.
When asked about what has changed for their organization since hiring an OCIO, Michael Ellis, Moravian College exec states, "We found the traditional [consultant] model was very dysfunctional for what we needed. We couldn't make decisions. Decisions were put off. We felt we had to do a change."
In the full interview, the higher ed committee members share their unique search experiences and lessons learned.
Watch the Interview
This video is intended to show the generic RFP process, as well as the attendant administrative process, and highlights clients of SEI. Moravian College and Kent State University became clients of SEI on 10/31/2016 and 7/3/2017 respectively. This video is an interview regarding the RFP process and is not about any client’s experience. It is not an endorsement or solicitation of any products or services provided by SEI Investments Company or its subsidiaries. Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.
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Information provided by SEI Instments Management Corporation, a wholly owned subsidiary of SEI Investments Company.