Transitioning to a New OCIO: A Framework for Success

The Commonfund Benchmark Studies® show that nonprofit institutions, including higher ed endowments, are adopting the outsourced chief investment officer (OCIO) model of investment governance at a high rate. While the model can deliver significant benefits to boards and investment committees that choose to adopt it, the devil is in the details. Many organizations invest significant time and resources to the search process but don’t fully prepare for the transition process, which can be complex and lengthy for diversified portfolios. In this webinar, Commonfund experts and our guest speaker will share their experiences and guidance on how to execute an efficient and smooth transition that will result in a strong working relationship between the client and the investment manager and set up the partnership for long-term success.

Speakers:

Steve Snyder, managing director, Commonfund OCIO
Mark Harris, vice president for finance and administration and chief financial officer, St. John Fisher University
Amy Harlacker, managing director, head of operations, Commonfund OCIO