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.

Conducting an Effective Advisor RFP Process: Best Practices for the Evaluation and Selection of Retirement Plan Advisors (CAPTRUST)

Cutting Through the Confusion In OCIO Fees (Strategic Investment Group)

Improving Governance under an OCIO Structure (NEPC)

Outsourced Investment Management: An Overview for Institutional Decision-Makers (Commonfund Institute)

Outsourcing Considerations for Pensions (Russell Investments)

Selecting and Monitoring Pension Consultants: Tips for Plan Fiduciaries (SEC)

The Outsourced Chief Investment Officer Model: One Size Does Not Fit All (Callan)

The Outsourced CIO Model (Investments and Wealth Monitor)