Considering Outsourcing? The Top Five Questions Board Members and Staff Should Be Asking

Upcoming Webinar
February 23, 1:00–2:00 PM ET

The investment landscape is becoming increasingly global and complex, but many institutions have limited time and resources to focus on the most critical investment strategy decisions. Outsourcing can provide the resources, fiduciary oversight, and institutional expertise that long-term asset management demands. But the decision to outsource comes with its own set of questions, often with nuanced answers. What are best practices for conducting a search for an outsourced partner? What should a foundation look for in an outsourced chief investment officer (OCIO)? How often should a foundation re-underwrite an existing OCIO relationship and how do you evaluate an OCIO? How should a foundation approach the transition from an in-house team to an outsourced model? What type of support services does an outsourced model require? During our discussion, we’ll touch on these topics as we identify the most important questions board members and staff should be asking when considering outsourcing.


Amita Schultes, PhD, partner and client portfolio manager, Agility


Ian Mercier, president and CEO, Medical College of Georgia Foundation
Eric Schoenstein, chair of the board of trustees, Oregon State University Foundation
Margaret Gellatly, board member and executive committee member, University of North Florida Foundation 

With Thanks to AGB Mission Sponsor:


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