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Meet Brian Schroeder from OCIOMonitor.com

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Manage episode 288954804 series 2904480
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 288954804 series 2904480
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

  continue reading

54 episodes

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