Oversight of the management of institutional asset pools, including foundations, endowments, retirement plans, corporate assets and reserves, is becomingly increasingly complex and challenging. It is all the more important to have rock-solid fiduciary oversight in place. More institutions are looking to service providers, such as due diligence consultants, to assist in meeting these responsibilities relative to their OCIO management and monitoring.
What if you desire to perform some due diligence on the current asset management arrangement in place to determine its reasonableness and effectiveness? You could benefit from leveraging a consultant to provide a “snap-shot” analysis of the current provider. A highly qualified consultant with broad and deep knowledge and expertise in the OCIO marketplace can assist with your needs.