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OCIO Fee Structures – Five Questions to Ask An Outsourced Investment Provider

Senior Investment Strategist - Investment Solutions Group

Over the past decade, fee compression has been a steady trend in the asset management industry, as competing firms seek to win market share and increase scale.1  Outsourced CIO services are no exception. When evaluating a potential OCIO provider, fees are important. At the same time, it’s crucial to consider fees within a broader context when engaging an OCIO provider. An OCIO relationship is not a commodity. While some providers may offer only strategic advice for a base-level fee, OCIO relationships can deliver a significant premium through a wider and deeper range of services with varying levels of discretion. Here are five questions to ask your outsourced investment provider to help ensure that you get the outcomes you need and expect for the fees you pay.

Learn more about our OCIO business and read Selecting an OCIO Manager

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