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.
Presenters
- Ed Kania, vice president for business and finance and treasurer, Rollins College
- Julee K. Sherman, vice president for finance and administration, Central Methodist University
- Paul F. Klauder, executive vice president, SEI
Endowment Management Webcast Workshop
