Our Services
Fully customized educational seminars and workshops designed to help your institution evaluate the effectiveness of its existing governance structure and explore alternatives.
The choice of an OCIO is one of the most important decisions your organization can make. Let us guide you through this truly daunting, time-consuming process.
Conduct a comprehensive review and assessment of your existing provider.
At the core of Kidderbrook's services is our knowledge of the OCIO industry, and our ability to identify an institutional quality universe of experienced, conflict-free OCIO firms. With well over 100 providers claiming to participate in this global marketplace, and many providers offering multiple OCIO products, it is proper due diligence that narrows the field to the truly qualified institutions.
The foundation of Kidderbrook’s highly developed due diligence process is built upon decades of investment experience to know the questions to ask and the answers to question. It is not enough to construct a detailed database of investment performance results and assets under management or to track reported personnel changes. We pride ourselves on a resolute focus on the reasoning, the judgment and the people behind the data.
Our exhaustive due diligence process is driven by qualitative analysis, supported and complemented by quantitative data. We carefully evaluate an OCIO’s ability to add value through asset allocation, manager selection, and risk management. We work diligently to understand each firm’s inherent philosophy to identify firms whose profiles are best aligned to meet the needs and objectives of each individual client.
We invite all OCIO providers to contact us, and our open architecture ensures that each will be given a fair hearing. We strive to source innovative new providers as the OCIO space continues to evolve. We maintain ongoing constant communications once our initial due diligence is complete. This allows us to continuously add to our knowledge base and follow developments within these organizations and the industry.
Kidderbrook’s OCIO due diligence process is time-intensive, detailed, and comprehensive. We believe it is second to none in our industry and serves as a key differentiator vs. our competition. How do we know that? We ask the OCIO firms. They have confirmed that we do our homework and possess an attention to detail, as well as an ability to “peel the onion” that they, as investment professionals, truly appreciate. We value this distinction and the value it brings to our clients.
