Evaluating the use of an OCIO

June 23, 2015       The NonProfit Times       [post_view]       0

Many nonprofit organizations are examining the use of third-party providers such as outsourced chief investment officers (OCIOs) to relieve mounting fiduciary, investment, and resource pressures. In this paper from Vanguard Investment Strategy Group, authors Daniel Wallick and Brian Wimmer look at the potential benefits of an OCIO, including holistic portfolio management, effective governance, and lessened administrative and managerial burden. DOWNLOAD

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https://institutional.vanguard.com/VGApp/iip/site/institutional/researchcommentary/article/InvResEvalUseOfOCIO

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http://www.thenonprofittimes.com/wp-content/uploads/2015/06/OCIO_and_nonprofits_research.pdf

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20180623

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