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Selecting and Monitoring an OCIO
By Asad Ali and Douglas Lash | December 2021
The rationale for delegating investment oversight to an outsourced chief investment officer (OCIO) can differ for each employee benefit plan. Plan sponsors have a fiduciary duty to prudently select and properly monitor OCIOs.
This article discusses the Employee Retirement Income Security Act (“ERISA”) considerations when deciding whether to hire an OCIO and outlines fiduciary duties when selecting and monitoring an outsourcing provider.
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Note: Reproduced with permission from Benefits Magazine, Volume 58 Number 12, pages 20-25, December 2021, published by the International Foundation of Employee Benefit Plans (www.ifebp.org), Brookfield, Wisconsin. All rights reserved. Statements or opinions expressed in this article are those of the author and do not necessarily represent the views or positions of the International Foundation, its officers, directors or staff. No further transmission or electronic distribution of this material is permitted.