Insights / Outsourced CIO

How Does Your OCIO Measure Up?

July 8, 2025

Returns Alone Do Not Answer the Question. 

In the latest edition of our Fiduciary Insights series, How Does Your OCIO Measure Up?, we examine why current approaches to OCIO performance comparisons fall short.

Inside the paper:

  • A quantitative assessment of the main flaws of current approaches to OCIO performance comparisons
  • Why performance comparisons using risk buckets are more likely to obscure than clarify the strengths and weakness of OCIOs
  • A practical, bottom-up approach that corrects the mistakes of current approaches