Follow the Money

Does your OCIO's ownership structure create incentives that put your interests first?

In the latest edition of our Fiduciary Insights series, Follow the Money: How to Evaluate OCIO Ownership Models, we examine how ownership structures shape the incentives, decision-making, and outcomes of OCIOs. With consolidation reshaping the boutique OCIO space, the ownership model of your provider has never mattered more. 

We outline five common models, assess their implications for governance, independence, and access to top-tier managers, and provide a practical framework for evaluating OCIOs through the lens of incentives and long-term alignment. 

The paper also identifies the questions that rarely appear on OCIO due diligence checklists or RFPs, but should.

Download Follow the Money here and explore the full Fiduciary Insights series here.