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source of complementary expertise and advice, as well as investment opportunities." Like much of the nomenclature around the OCIO business, this more customized, bespoke solution does not yet have a widely recognized name. Fiduciary
Research (FRC), an OCIO who oversees about $ 9 billion on behalf of a small list of pension fund clients, calls itself an iCIO for integrated chief investment office.
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client and placed on the new provider. Among OCIOs utilizing this approach, there is a "continuum of outsourcing approaches and providers: manager-of-manager programs; funds-of-funds; former CIOs offering a diversified model portfolio". The common thread amongst these approaches is the use of commingled funds or model portfolios which creates
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A different model is pursued by a small subset of the OCIO universe. The members of this group work alongside the client's staff – not as a replacement to them. According to investment industry newsletter FundFire, "An increasing number of CIOs see outsourcing not as a threat to their job, but as a
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in order to optimize investment performance within the risk appetite as defined by actuarial studies of risk management guidelines. The role of a chief investment officer within a corporate pension organization is similar, although the end-goal for the chief investment officer is often not profit,
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The model by which outsourced CIOs service clients is still evolving in this nascent business. The most common model is to outsource all decision-making including asset allocation, manager selection and monitoring. The OCIO reports back to the client, but the burden is largely lifted from the
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for Hirtle, Callaghan & Co., pioneered the outsourced chief investment officer (OCIO) model, which serves family groups and organizations that do not employ fully staffed investment departments. For his OCIO innovations, Hirtle has been dubbed the
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but matching the organization's pension assets with its pension liabilities. Chief investment officers at endowments and foundations also consider the liabilities of the organization, with an added focus on liquidity and alternative assets.
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Urie, Sandra. "CIO Outsourcing: Questions
Investment Committees Need to Ask" Forbes, June 30, 2010. Viewed June 20, 2013.
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Whenever the role of the chief investment officer is active within an insurance company (either life or non-life) and/or
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within an organization. The CIO's purpose is to understand, manage, and monitor their organization's portfolio of
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Sturock, Tim. "Institutions Split over Hybrid CIO/OCIO Model" FundFire, June 5, 2013.
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named James H. Lambright to serve as the interim chief investment officer for the
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and
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263:"Treasury Names Interim Chief Investment Officer for TARP"
171:"Accounting Dictionary: Chief Investment Officer (CIO)"
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According to a press release on
October 22, 2008, the
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198:"Berkshire Hathaway Seeks Chief Investment Officer"
238:"What Obama Needs Now: A Chief Investment Officer"
196:eFinancialCareers, a Dice Holdings, Inc. company.
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67:as they develop and implement the program."
344:. Hirtle Callaghan & Co. Archived from
871:List of business and finance abbreviations
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59:. "He will provide counsel to Secretary
53:United States Department of the Treasury
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414:"Hirtle Hedge Fund Hurtles to $ 37.8M"
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316:"Anne Martin Thinks Liquidity Is Key"
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416:. citybizlist. Archived from
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57:Troubled Asset Relief Program
393:. Pensions & Investments
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370:. Hirtle Callaghan & Co
236:Musher, Rafi (2009-01-27).
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47:Usage in the United States
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151:Chief information officer
342:"Who We Are: Leadership"
29:chief investment officer
18:Chief Investment Officer
794:Representative director
389:Williamson, Christine.
97:chief executive officer
917:Management occupations
866:Executive compensation
784:Non-executive director
61:Henry M. Paulson, Jr.
912:Corporate executives
861:Corporate governance
808:Mid-level executives
769:Development director
618:Information security
907:Finance occupations
412:Rabicoff, Richard.
112:Current OCIO models
856:Board of directors
779:Executive director
119:economies of scale
83:Outsourcing models
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886:Talent management
881:Supervisory board
876:Senior management
764:Creative director
752:Senior executives
16:(Redirected from
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368:"Who We Are"
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350:. Retrieved
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324:. Retrieved
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72:pension fund
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759:Chairperson
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613:Information
176:Answers.com
37:investments
901:Categories
830:Supervisor
733:Technology
663:Networking
628:Investment
623:Innovation
588:Experience
548:Compliance
538:Commercial
518:Automation
273:2009-05-13
247:2009-05-13
208:2009-05-13
182:2009-05-13
157:References
88:Background
789:President
738:Visionary
718:Solutions
668:Operating
648:Marketing
633:Knowledge
603:Happiness
593:Financial
583:Executive
578:Diversity
508:Analytics
289:"LDI 2.0"
106:Outsource
723:Strategy
713:Security
688:Research
638:Learning
558:Creative
528:Business
424:15 April
397:15 April
374:15 April
352:15 April
217:cite web
129:See also
840:Foreman
815:Manager
708:Science
698:Revenue
683:Product
673:Privacy
653:Medical
573:Digital
553:Content
533:Channel
314:aiCIO.
287:aiCIO.
598:Gaming
568:Design
242:Forbes
102:Oracle
41:assets
643:Legal
523:Brand
513:Audit
703:Risk
563:Data
426:2014
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