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What to consider when evaluating an outsourced chief investment officer provider

Author

Nimisha Srivastava,
Jonathan Pliner, CFA,
Luiz Farias and
Carmen Staltari
April 28, 2025

Evaluating your OCIO provider is critical to ensuring your investment portfolio is effectively managed and aligned to your strategic plan. If not, risks of the investment model targeting different financial goals, risk levels or parameters increase, creating an undue governance burden to monitor. We’ve outlined eight focus areas to help you evaluate your OCIO provider.

Learn more about OCIO and WTW’s approach here.

Authors

Photo of Nimisha Srivastava

Nimisha Srivastava

Head of Investments, North America

Photo of Luiz Farias

Luiz Farias

Head of Investments, Canada

Carmen Staltari, Head of Growth, Canada

Carmen Staltari

Head of Growth, Canada