Looking for the right OCIO?
All OCIOs are not the same. Some offer extra support to help meet your goals, at little to no additional cost. That’s why comparing providers based on YOUR needs is critical.
Take a tour of the services you should be getting
The OCIO model grew quickly, causing many new providers to launch their own version of OCIO. There is a tremendous difference in what each OCIO can provide.
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Items to look for when comparing OCIOs
Custom responsible investing strategy
Investing with purpose is about consistency between your values and your investment strategy. Can your OCIO implement a custom strategy that reflects your values?
You may not realize that an OCIO has these capabilities, but partnering with an OCIO who provides operational support can save money and improve your organization’s focus and efficiency.
Audit support
It is important that each investment manager in your portfolio demonstrate a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
Can the OCIO implement a variety of approaches, including exclusionary screening, environmental, social and governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z. They should understand your values, offer options for the best implementation and create the roadmap to your responsible investing portfolio.
Built-in Operational Support
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As a leader in the space since 1992, we have the people, resources and experience to fuel our client’s success. Learn about our full suite of OCIO services.
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Your OCIO should be a partner in your overall success and have a broad array of resources to help. Look for an OCIO to offer support with donor marketing and fundraising.
Donor Marketing Support
The OCIO should provide investment education along with tools to help your committee run smoothly, including advice around committee construction, decision making procedures and documentation and onboarding new members.
Your OCIO is in a unique position to help your committee be more effective. Look for a strategic partner who can provide committee support services.
Committee Governance Support
As part of the onboarding process, the OCIO has tools to understand investment attitudes and philosophy of the committee, including attitude for alternative investments, tolerance for risk, desire for sustainable investing and use this information to create the right investment strategy
Your OCIO should provide actionable analysis that allows you to pre-experience investment decisions and understand the potential impact on key financial metrics
In addition to performance and risk reporting, your OCIO should be able to offer reporting that demonstrates the portfolio’s impact on key financial metrics that are critical to your organization
Your client portfolio manager should understand your goals. Your OCIO should partner with you to support your endeavors.
Provide on-campus recruiting and student financial education programs
It is important that each investment manager in your portfolio demonstrate a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
Can the OCIO implement a variety of approaches, including exclusionary screening, environmental, social and governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z. They should understand your values, offer options for the best implementation and create the roadmap to your responsible investing portfolio.
Customer support and partnership services
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• Custom donor communications
• Social media support
• Website content
• Video creation and editing
• Digital marketing support and consulting
• Donor surveys
• Advisor communications support
Your OCIO should support your communication though all channels:
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At the outset of the relationship, look for support like this:
Can the OCIO implement a variety of approaches, including exclusionary screening, Environmental, Social and Governance (ESG) Integration and impact investing?
Do they offer separate accounts for maximum customization and broad manager access?
It is important that each investment manager in your portfolio demonstrates a commitment to your values.
Does the OCIO gather statistics to ensure manager policies line up with how they execute sustainable investing?
Manager diversity and sustainability
OCIO platform that can accommodate your needs
Turn your goals into an action plan
Custom asset pool reporting
Integration of third-party data
Accounting and unitization services for donor funds
Separately managed accounts creation
Offer discounts and tickets to select industry events
Co-present at donor events
Co-host fundraising events
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Committee tools and Education
Goals-based reporting
Actionable portfolio modeling
Investment committee surveys
Customer Support & Partnership Services
Committee Governance Support
Donor Marketing Support
Built-in Operational Support
Custom Responsible
Investing Strategy
Your OCIO should have dedicated responsible investing experts to guide you through the process from A to Z.
They should understand your values, offer options for the best implementation and create the roadmap for your responsible investing portfolio.
A letter announcing the partnership with the OCIO to your donors / stakeholders
Content to be used on your website / social media describing the partnership
Custom brochures describing your relationship with the new OCIO
Slides for use in donor-focused presentations
Q&A document that can be posted on external website or shared internally
View the client story >
For example, one client’s investment policy stipulation required that 5% of their main portfolio be direct Israel investments. In the past, this was accomplished through purchasing Israeli bonds. Our Manager Research team conducted evaluations and presented a new solution that option allows for simple implementation and lower cost through a blended investment to help mitigate industry concentration. The end result included active managers and ETFs with Israel only holdings.
Our ability to develop custom investment strategies fit to meet our clients’ values through these various implementations options allows them to incorporate extreme focus on manager screenings in their portfolios.
How One Client Achived a Cutom Solution at a Lower Cost
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Custom Solution
Background
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Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.
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Alternative invesetment operational support and reporting
Our outsourced CIO solution is comprised of a variety of investing services and beyond to give you a fully custom approach.
OCIO services
Custom donor communications
Digital marketing support
Co-host donor events
Professional support for student and alumni initiatives and activities
Research and educational events on fundraising challenges
What we do beyond investing:
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Asset allocation studies
Spending and liquidity analysis
Manager research, selection and replacement
Open-architecture implementation
Risk management and stress testing
Alternatives/SRI/ESG programs
Multiple donor pools
Ongoing committee education
Our investment management services:
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Custom donor communications
Digital marketing support
Co-host donor events
Professional support for student and alumni initiatives and activities
Research and educational events on fundraising challenges
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What we do beyond investing:
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