OCIO Insights

Perspectives on the OCIO search process, OCIO selection strategy, and what it takes to build long-term, aligned relationships with outsourced investment managers.

OCIO Search Consultant Secrets: Why Leita Uses a Due Diligence Questionnaire

How Leita’s structured DDQ process helps fiduciaries evaluate OCIOs more effectively — prioritizing alignment, transparency, and long-term fit.

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Your OCIO Got Acquired? Next Steps for Fiduciaries

Cresset’s combination with Monticello is the latest in a wave of consolidation among OCIO and consulting firms. For fiduciaries, these changes raise important governance questions. What should Investment Committees do when their OCIO is acquired?

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