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Managing and Evaluating OCIOs

May 17, 2022 | Online | 1–2:15 pm ET | Part of the Endowment Leadership Series

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Overview

Organizations relying on outsourced chief investment officers (“OCIOs”) face a marketplace that delivers services in a wide variety of manners. In some scenarios, the client may retain some degree of authority over portfolio activity, while others seek full-service solutions. This discussion will focus on the various key considerations for investment committees when seeking, managing, or changing an OCIO relationship. What are the trade-offs between administrative costs, investment expertise, and investment performance?
 
This webcast is part of the Endowment Leaders Series. Visit the series page to see other sessions available for a la carte registration or to purchase access to the whole series.
 
 
 
 
 
 

Endowment Management Webcast Workshop

Prerequisites

No prerequisites and/or advance preparation required.

CPE Information

Estimated 1.5 CPE Credits

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org.

Registration

Registration Assistance: 877.797.7698 or support@nacubo.org

Cancellation Policies

Member Standard

$129

Non-Member Standard

$129

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