OCIO Performance Fee Administration

Performance Fee Administration (PFA) by OCIO Monitor delivers a win=win to OCIOs and their clients. A personalized performance fee based on the client-specific investment history ensures positive alignment, greater transparency and strengthens relationships.

PFA brings not only better alignment, but it provides proactive legal defense against the surge of claims against ERISA plans for not paying reasonable fees. Independent and objective PFA will not only reward OCIO outperformance, but it is a legal shield protecting against overpaying for underperformance.

Our collaborative approach leverages our 15-year history of quantitative analysis and then applies custom metrics to precisely tailor a performance fee that meets the needs of both the OCIO and the client.

The video below further describes the benefits, and you can also view it here on YouTube.

To learn more or to schedule a live discussion, email admin@OCIOmonitor.com.