Defining the Outsourced Chief Investment Officer (OCIO)

By Austin Fitch, CFA® and Morgan Smith, CFA® KEY TAKEAWAYS An OCIO is an investment professional or firm that can be leveraged by an organization or financial advisor to help develop and oversee their investment framework. Research indicates a growing number of financial advisors are leveraging OCIOs to help them better navigate the complex investment [...] The post Defining the Outsourced Chief Investment Officer (OCIO) appeared first on ETF Trends .