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Helping You Find the Best of Class Investment Manager

No longer a new concept, the Outsourced Chief Investment Officer (“OCIO”) model has become a way of life to many endowments and foundations globally. What was roughly a $100 Billion industry prior to the Great Recession of 2008-2009 has now ballooned to nearly $2 Trillion with hundreds of firm options1.

Top Reasons for Outsourcing 2
Cost Savings 58%
Faster Implementation / Decisions 63%
Need to Increase Returns 74%
Additional Fiduciary Oversight 81%
Better Risk Management 88%
Lack of Internal Resources 93%

Selecting an OCIO provider initially and reviewing your OCIO investment manager regularly is a critical function of institutional governance responsibility. Properly implemented, outsourcing can help your organization address portfolio complexity, a lack of internal resources, risk management challenges, the need for timely decision making, and on-going pressure of cost reduction, while enabling trustees to focus on improving institutional governance. We believe an ideal OCIO relationship is a seamless extension of your institution’s fiduciaries and internal staff, and complement them with the additional resources needed to steward investments effectively.

As a leader in the non-profit space, PlanPILOT provides unbiased, independent consulting services. Some consulting firms act as a search consultant and an OCIO provider. We view this as a conflict of interest, which can lead to biased results or flawed results at best. PlanPILOT will provide you the independent advisory services you need to best meet your governance responsibilities.

Please contact us to discuss how we can assist you in your OCIO needs.


2 Chief Investment Officer Magazine 2017 OCIO survey

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