The Three Pillars of Success for OCIOs

A challenging investment environment has forced institutional investors to embrace a wide range of alternative investment strategies to achieve their performance objectives. At the same time, this has dramatically increased the complexity of managing a portfolio. These dynamics have led a growing number of institutions to consider Outsourced Chief Investment Officer ("OCIO") platforms as an alternative to establishing and maintaining the in-house investment expertise and operational infrastructure necessary to run a successful investment program in today’s market environment. While the OCIO market has rapidly expanded in recent years, demands from these larger investment programs regarding transparency, a growing client base and increasing competition from new entrants have pushed leading OCIOs to find innovative ways to better serve their clients, differentiate themselves, and effectively scale their businesses.