Investment Governance

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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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OCIO RFP Secrets: An Investment Committee Guide to the Search Process

OCIO assets are expected to reach $4.2 trillion by 2028. Learn the secrets of a great OCIO RFP – and when you might not need one.

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