OCIO for Nonprofits

An increasing number of endowments and foundations are now delegating investment management to an outsourced chief investment officer, or OCIO. This may be an individual advisor or a professional advisory firm. Because they are given investment discretion, you might also hear the OCIO relationship described as discretionary portfolio management, or simply discretion. This video explains some of the benefits and considerations of engaging an OCIO.

To download a copy of the transcript, click here.

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