Investment

OCIO and fiduciary selection

As the largest independent investment consulting firm in the UK, our experts can help clients get the most out of their fiduciary management or OCIO (Outsourced Chief Investment Officer) arrangements.

We help clients to clearly understand the differences between the various governance models and providers available, select the most appropriate for your circumstances, and monitor those arrangements to ensure that they are getting the best value for money. Clients can be confident that our advice is based on our deep experience of advising hundreds of schemes of all sizes on strategy, governance and selection.

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With fiduciary management or OCIO mandates, some consultant services are provided by your investment manager. This brings some efficiencies, but also introduces numerous issues to address, including conflicts, reduced flexibility, typically higher costs and pricing power.

Our experts will give you an unconflicted view, based on our deep market knowledge, to help you to:

Decide whether fiduciary management or OCIO is right for you. As independent advisors, covering the whole of the investment market, we can help you understand the pros and cons of the widest range of governance options, based on real-life experience with our clients.
Select an appropriate provider. We research all major fiduciary managers, and will help you assess the solutions based on what will make a real difference to your outcomes. Manager selection is an important investment decision, and we will give you clear recommendations rather than simply running a procurement exercise.
Monitor your fiduciary manager/OCIO. We will help you test that your fees remain reasonable, and consider new ideas on how your fiduciary manager can improve. We will work collaboratively with you and your fiduciary manager to enhance your arrangements.
Consider strategic advice. We are ideally placed to offer impartial strategy advice.