Capital Allocators – Inside the Institutional Investment Industry cover image

REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating OCIO Structures and Strategies

This chapter explores the diverse investment models within the outsourced chief investment officer (OCIO) business, emphasizing the customization of portfolios based on client needs. It highlights the importance of aligning investment strategies with institutional missions, while addressing the evolution of investment committees and the challenges of maintaining a coherent investment philosophy.

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