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Outsourced CIO Evaluation

PEI provides a wide range of consulting services to fiduciaries helping them to evaluate, select and monitor discretionary managers, often referred to as an Outsourced Chief Investment Officer (OCIO). Fiduciaries who have made the decision to delegate the investment management responsibilities to a third party manager are never relieved of their fiduciary duties to monitor the service provider. Many fiduciaries do not possess the resources and time required to select a suitable OCIO or continually monitor the discretionary manager. Common concerns facing fiduciaries include proper performance measurement, reasonability of fees being assessed and the appropriateness of the portfolio’s asset allocation and benchmark. PEI’s in-house expertise and knowledge of industry best practices helps our clients address these concerns and provide ongoing oversight to their OCIO provider to ensure an effective and efficient interaction.

PEI’s dedicated team also provides clients with assistance in selecting new or replacement discretionary managers. Our approach to selecting outsourced investment managers is completely customizable to each of our client’s unique needs, whether to generate asset growth or develop a customized, liability-aligned portfolio. Our wide ranging OCIO provider database allows us to compare providers at a granular level, offering our clients information and insights they would not be able to obtain otherwise. Whether it’s an initial comprehensive portfolio review, ongoing detailed manager oversight, or identification of a new OCIO provider, PEI will design an outsourced solution tailored to meet your needs.

Our difference is demonstrated in how we:

  • Do not offer an discretionary investment management services of our own
  • Are able to fairly and objectively assist clients with their selection and ongoing oversight