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

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

Click HERE to register for this session.

Course Details

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Session Video Presentation
Session Assessment