Evaluating your OCIO provider is critical to ensuring your investment portfolio is effectively managed and aligned to your strategic plan. If not, risks of the investment model targeting different financial goals, risk levels or parameters increase, creating an undue governance burden to monitor. We’ve outlined eight focus areas to help you evaluate your OCIO provider.
01
Does the OCIO have explicit knowledge of your strategic plan and parameters, with a view on how the investment model will align?
02
Can the OCIO translate capital allocation into a risk view, with portfolio — not security-level — tools and metrics? Will you receive timely and accurate reporting, with appropriate benchmarks, to aid in strategic monitoring?
03
Does the OCIO have experience maneuvering OCIO portfolios through market volatility? What is the process to mitigate risk and diversify the portfolio to deliver desired outcomes?
04
What are total fees inclusive of OCIO, including the underlying product fees?
05
How is the team incentivized to find the best ideas for clients? What are the targets / incentives offered to get more assets into firm products?
06
How does the OCIO source managers? How is the OCIO coverage niche and emerging asset classes that may be suitable to your strategy?
07
What is the significance of the OCIO in relation to the overall investment business? How stable is the OCIO team?
08
What feedback from client references that have both remained with and left the OCIO? How easy is client onboarding and investing in new vehicles?
Learn more about OCIO and WTW’s approach here.
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