This innovative service helps asset owners evaluate the fee-performance nexus of their OCIO without the heavy lift of a full-blown RFP. Donors, beneficiaries and regulators will appreciate this proactive and cost-effective service.
With recent fee compression in the OCIO marketplace and the murkiness of knowing an OCIO's true value-add, a Peer Fee & Performance Review will not only provide an objective, third-party due diligence, but also ensure fees are commensurate with the current market in light of your OCIO's performance.
The PDF below provides further details of this service that can help any asset owner that employs an OCIO.
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