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What is OCIO?

The answers to all your OCIO questions are at OCIO.org.

OCIO.org is an always‑on learning hub, sponsored by Strategic to help you understand the OCIO model quickly, clearly, and confidently. And if you prefer learning live, our investment professionals deliver complimentary in‑person sessions packed with insight and practical takeaways.

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Your complete, streamlined OCIO knowledge center

With decades of real‑world OCIO experience, Strategic created OCIO.org to give boards, committees, and finance leaders the practical guidance they need, without jargon, noise, or sales pressure. Everything is organized into three easy learning paths so you can dive in exactly where you are.

Introduction to OCIO

New to OCIO? Start here. Understand what an Outsourced Chief Investment Officer is, how the model works, and why it’s become a leading governance solution. See how OCIO compares to other outsourcing approaches, and why it can strengthen decision‑making, sharpen governance, and enhance risk management. You’ll also get clear criteria to determine whether OCIO is the right fit for your organization.

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Introduction to OCIO

OCIO Selection

Ready to choose an OCIO? This path helps you clarify what matters most: investment philosophy, fees, reporting, operational depth, and alignment with your committee. You’ll also get straightforward guidance on using search consultants, negotiating contracts, and setting up a relationship that works from day one.

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OCIO Selection

OCIO Oversight

Already in an OCIO relationship? This path shows you how to elevate it. Strengthen governance roles, reinforce fiduciary discipline, and sharpen oversight. Learn how to monitor performance, assess risk, improve communication rhythms, and maintain a transparent, accountable partnership.

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OCIO Oversight

In-person deep-dive educational presentations.

Prefer learning face‑to‑face? Our complimentary in‑person deep‑dive sessions are built for boards, investment committees, and senior stakeholders who want a richer understanding of OCIO. These sessions are led by our investment professionals and deliver insights, frameworks, and best practices with zero sales agenda.

Schedule your complimentary session customized to your needs. 
 

Investment Governance Models

Deep Dive Module 1

Get to Know OCIO

Deep Dive Module 2

OCIO vs. Other Outsourcing Options

Deep Dive Module 3

Finding the Right OCIO

Deep Dive Module 4