Transitioning to Outsourced CIO

Looking to move to an OCIO model or change your existing one?

You have done your research and understand what an OCIO entails, along with the advantages and disadvantages of the model for your institution. Now, it's time to explore the critical elements required for a smooth transition to an OCIO model, thoroughly examining the guidelines needed to create a detailed and effective Request for Proposal (RFP). 

An effective OCIO model is an extension of your organization and—when properly implemented—the model can help institutions establish governance processes, manage a complex portfolio and navigate operational complexity and risk management challenges.

A deep understanding of your entire institution beyond investment execution is highly valued but often overlooked.

Perhaps most important to understand is that an institution may be delegating the intricate and complex technical aspects of its day-to-day investment operations to external parties or specialized teams. However, it is crucial that a robust and comprehensive governance framework is firmly established and meticulously followed to ensure that all fiduciary responsibilities, which encompass the duty to act in the best interests of stakeholders, are soundly maintained.

Looking to enhance your investment strategy? Commonfund's Outsourced CIO services offer tailored asset management solutions to meet your unique needs. From strategic planning to risk management, our investment services are designed to help your organization achieve its financial goals. Our sole focus is on nonprofits and our investment philosophy is grounded in the endowment model—an equity bias for growth, broad diversification, and capturing the liquidity premium through private strategies. Whether you're a foundation, university, or healthcare organization—large, small or in between—we can help align your investments with your mission.