Consultant Search Articles
Below is an article prepared by Cortex regarding the process of evaluating and selecting an investment consultant or OCIO.
Searching for an Investment Consultant or OCIO: Four Important Steps (Cortex Applied Research)
Additional articles prepared by other organizations regarding this topic are listed below. If you or your firm would like to suggest an article for inclusion on this list, please feel free to contact us.
Cutting Through the Confusion In OCIO Fees (Strategic Investment Group)
Outsourced Investment Management: An Overview for Institutional Decision-Makers (Commonfund Institute)
Outsourcing Considerations for Pensions (Russell Investments)
The Outsourced CIO Model (Investments and Wealth Monitor)