New Service: Peer Fee & Performance Review

This innovative service helps asset owners evaluate the fee-performance nexus of their OCIO (or investment consultant) without the heavy lift of a full-blown RFP. Donors, beneficiaries and regulators will appreciate this proactive and cost-effective service.

With recent fee compression in the OCIO (and investment consultant) marketplace and the murkiness of knowing their true value-add, a Peer Fee & Performance Review will not only provide an objective, third-party due diligence, but also ensure fees are commensurate with the current marketplace in light of performance.

The PDF below provides further details that can help any asset owner that employs an OCIO or relies on the advice of a non-discretionary investment consultant.

PeerFeePerformanceReview-2024.pdf

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