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Case Study | Outsourced Chief Investment Officer

Our client is an OCIO (Outsourced Chief Investment Officer).  They serve as the discretionary investment advisor for institutional investors such as pension plans and endowments.
1 November 2020

As an OCIO, our client undertakes all aspects of investment operations, including all data and transaction interactions with external parties such as custodians, investment managers, market data providers and others. This encompasses scores of third parties for hundreds of accounts and thousands of investments.
 

The firm selected Milestone Group’s pControl Asset Allocation solution.

Download Case Study | OCIO
( .pdf 533.54 KB)
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