Fiduciary Review & Evaluation

Has your organization experienced one of the following?

• Investment Committee turnover
• A change in bylaws
• A change in your provider's management or ownership structure
• A change in your consulting team/ team leadership
• Underperformance
• 3-5 years working with a traditional consultant or OCIO provider without a comprehensive evaluation

Allow Kidderbrook to conduct an independent review and evaluation of your existing provider(s). Based on information in our proprietary database of investment returns coupled with years of continuous manager due diligence, we will evaluate your investment performance relative to industry peers, and compare your providers’ offerings to industry best practices.

The OCIO marketplace is constantly evolving. Kidderbrook's unique inside-access to the top OCIO firms in the industry gives us a front-row-seat to the rapidly growing, ever-changing world of OCIO. We will use the knowledge we gain from this access to educate your committee and facilitate a completely independent, unbiased, comprehensive review of your current performance and model.

It is your duty as a fiduciary to ensure your organization is being served by the best in the industry. Kidderbrook can help you fulfill this fiduciary obligation, and ensure your organization is best positioned to succeed.