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OCIO services continue to grow for pensions, endowments and foundations. With over 90 potential firms to evaluate and multiple service structures, the evaluation process has become
very complicated. OCIO RFPs require an insider’s knowledge of who to invite and the managers to focus on for specific asset portfolios.
OCIO specialization
OCIO manager evaluations for pensions, endowments, and foundations can be very specialized. Culpepper RFP has experience working for one of the world’s largest OCIO managers giving us the ultimate insider’s perspective.
The evolution of OCIO started over 25 years ago with single asset classes and has now evolved into specialist managers dependent on asset allocation and portfolio type.
Administrative services can be included in the service structure along with both long and alternative asset classes.
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— Director of Finance