Outsourced CIO Oversight

For the past decade, Concord has consulted clients on all aspects of delegated investment operations or Outsourced CIO (OCIO) relationships. Such services include:

  • Evaluating and determining the benefits of outsourcing as they relate to the individual circumstances of each client
  • Providing valuable insight into the different OCIO service models
  • Maintaining industry expertise and knowledge of a large universe of OCIO providers, guiding clients in selecting the most appropriate service provider for their needs
  • Supporting clients in managing their OCIO relationship(s) via proper monitoring, benchmarking, and reporting

Concord's OCIO oversight services are available via a project-based engagement or on an ongoing basis.