The outsourced chief investment officer (OCIO) industry is on the brink of substantial growth, fueled by rising interest from asset owners who are increasingly turning to OCIO services. To delve deeper into the OCIO industry, Managing Partner Jim Scheinberg was recently interviewed by TickerNews.
During the conversation, Jim spoke about the the role of an OCIO, what is sparking industry growth, and what asset owners need to know when considering an OCIO. He also shared the pros and cons of this service model, as well as details regarding the evaluation and selection of OCIOs.
“To enhance the OCIO process [plan sponsors should have] a good, well though-out RFP,” said Jim. “And, there is no substitute for good track record analysis. Even if you’re going to run a search on your own, you need to find an organization that will help you with an objective, third-party evaluation on how OCIO firms perform running money.”
Learn more about the OCIO industry’s growth and how your organization can benefit from an evaluation and search project by watching Jim’s interview below.