Pros & Cons of Hiring an OCIO [Infographic]
Is hiring an Outsourced Chief Investment Officer (OCIO) the right choice for your organization? Consider the pros and cons before making the…
OCIO Positioning Around the 2020 Election
How are Outsourced Chief Investment Officers (OCIOs) positioning around the upcoming 2020 election and potential new stimulus plan? We spoke with a…
Repositioning Financial Wellness and Retirement Benefits for 2021 (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PLANSPONSOR on steps plan sponsors can take to ensure their plans are ready to meet…
401(k) Fiduciary Fundamentals: Retirement Plan Fees
Managing Partner Jim Scheinberg was recently interviewed by host Rick Unser on the 401(k) Fridays Podcast about retirement plan fees. Jim and…
Jim Scheinberg Live on TD Ameritrade Network
Managing Partner Jim Scheinberg was on the TD Ameritrade Network on September 30, 2020 speaking with host Oliver Renick on how institutional…
OCIO Focus: The Road Ahead – OCIO Plans for a Post-COVID World
This is the third article in our OCIO Focus series. To read related articles, click here. What will the world look like…
Important Considerations for the RFP Process (PLANSPONSOR)
Managing Partner Jim Scheinberg recently spoke with PlanSponsor on conducting service provider RFPs, and what small and large plans should consider throughout the process.…
OCIO Focus: Here’s How OCIOs are Navigating the Pandemic
This is the second article in our OCIO Focus series. To read related articles, click here. As markets rebounded from a March…
The Pandemic Is Spurring OCIO Growth. Transparency Will Follow. (Institutional Investor)
Managing Partner Jim Scheinberg recently spoke with Institutional Investor about OCIO growth and how North Pier’s working group on data standards is…
Discretionary Investment Management Working Group (DIMWG) Seeks to Standardize OCIO Data
On June 18th, 2020, industry leaders comprised of Outsourced Chief Investment Officer (OCIO) search consultants, legal experts, and top OCIO firms representing…