INSIGHTS

Four rules of outsourcing

Four rules of outsourcing

The choice to use the services of an Outsourced Chief Investment Officer (OCIO) provider is one of the most significant decisions that a board is likely to make. This piece is focused on the four most important rules that Verus believes investors should understand, and OCIO providers should deliver upon:

  • Rule one: Good governance is a good investment.
  • Rule two: Cookie-cutter solutions may not cut it for you.
  • Rule three: Complex portfolios don’t mean sophistication.
  • Rule four: Goldilocks knows – big firm resources with small firm values is just right.

Read the Verus Sound Thinking by clicking the link below.