custom solutions focused through the clearstead prism
The Outsourced Chief Investment Officer (OCIO) approach has gained significant traction among institutional investors. When executed effectively, it properly aligns responsibilities between investment advisors and institutional fiduciaries. Investment advisors are delegated investment discretion within prescribed guidelines, while trustees and staff can focus on the essential responsibilities of investment and spending policy. While this may sound ideal, it is important to recognize that not all OCIO approaches are created equal, nor have they all worked.
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