In Q3 2018 Milestone Group ran a survey designed to validate and measure the extent to which the investment solutions being delivered to institutional investors by Outsourced CIO firms are becoming increasingly complex, and the ways and degrees to which that complexity introduces challenges to the investment process.
Essential Reading for CIOs, Portfolio Managers and Investment Operations Teams.
This paper discusses how CIOs, client portfolio managers and investment operations teams within an OCIO firm can become more agile, operationalize their investment processes, and scale their business to sharpen their competitive edge.