What is an Outsourced Chief Investment Officer (OCIO) Approach?

This session was recorded in 2021. Some content may be dated.
 
Session Summary: This session will define OCIO, including articulating the interest and attributes of an OCIO approach or provider. It will outline the similarities and differences between an OCIO and a traditional consultant. It will also discuss the factors investment plans should consider in their evaluation exercise.
 
Presenters:
Allison Corbally, CRPF™
Director
PFM Asset Management LLC
 
Floyd R. Simpson III, CRP, CFA
Senior Managing Consultant
PFM Asset Management LLC

CEC Credit: This course is worth 1 GAPPT CEC (Continuing Education Credit/Hour).
Instructions: Participants must watch the session video presentation and pass the session assessment to receive GAPPT CEC credit.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access.To avoid issues, please use Google Chrome as your browser.
Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 

FAQ

In this session, participants will learn to:

  • Define what is an OCIO and describe the myths;
  • Recognize the differences between an OCIO and traditional consultant;
  • Describe how to determine the best fit for your pension plan; and
  • Recognize it is not a right or wrong approach.
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