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Meet Brian Schroeder from OCIOMonitor.com
Manage episode 288954804 series 2904480
Traci Dority-Shanklin에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Traci Dority-Shanklin 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Increasingly, plan sponsors are redefining their investment consulting relationships by affording the consultant discretionary authority over investment decisions. This concept is known as Outside Chief Investment Officer or OCIO. As this is a relatively new development within the Taft-Hartley sector, we have asked Brian Schroeder of OCIO Monitor to provide some background on the trend and talk about how to evaluate the services provided by the consultant.
For a list of OCIO search providers, email Traci at traci@sisuinvestmentpartners.com
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traci@mutliemployerfunds.com
www.sisupartnersllc.com
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