Governance Education

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number-one-in-a-circle

Is your current governance model working?

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number-two-in-a-circle

Has your board met or exceeded its investment objectives?

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number-three-in-a-circle

Are your board members, as fiduciaries, able to make and implement well-informed decisions in a timely manner?

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number-four-in-circular-button

Does your organization fully understand the potential benefits available from an OCIO relationship?

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number-five-in-circular-button

How would the role of your staff and Investment Committee change if your organization hired an OCIO?

Outsourced Chief Investment Officer, or OCIO, means different things to different organizations. Delegated Consulting, Fiduciary Consulting, and Discretionary Consulting are all common names for OCIO, and with well over 100 providers claiming to participate in this global marketplace, the options have never been greater.

The OCIO industry has grown dramatically over the past decade. Let us bring your committee up to speed on the evolution of the marketplace. There are dozens of potential providers to evaluate. There are dozens of platforms from which to choose, each offering varying degrees of discretion and menus of investment options. And, there are nearly as many fee schedules as there are products offered.

Kidderbrook offers privately-held, fully customized seminars and workshops designed to help your institution evaluate the effectiveness of its existing governance structure and explore alternatives to make the best use of your limited resources. We work directly with Investment Committees, boards, and staff to tailor the curriculum to your organization’s unique needs and develop each workshop with your institution’s specific interests in mind.