OCIO Guides
Practical Guides for OCIO Evaluation and Oversight
Use these resources to compare providers, build stronger benchmarks, structure due diligence, and support fiduciary oversight with independent OCIO context.
Provider Comparison Guide
How to Compare OCIO Providers
Learn how to compare OCIO providers using performance, allocation, fees, risk, firm profile data, and fiduciary oversight criteria. Read GuideBenchmarking Guide
OCIO Benchmarking Guide
Understand how OCIO benchmarking works across performance, asset allocation, fees, peer groups, and fiduciary oversight reporting. Read GuideDue Diligence Checklist
OCIO Due Diligence Checklist
Use this OCIO due diligence checklist to evaluate provider data, performance, fees, risks, governance, reporting, and ongoing monitoring. Read GuideGovernance Guide
OCIO Fiduciary Oversight Best Practices
Best practices for OCIO fiduciary oversight, including committee reporting, monitoring, peer benchmarking, and provider evaluation. Read GuidePerformance Dispersion