Investment Consulting /

Outsourced Chief Investment Officer

Outsourced Chief Investment Officer (OCIO)

OCIO advisory, search consulting and performance monitoring

At Eckler, we believe that independent investment counsel is important to helping our clients make better-informed decisions.

With more than a decade of consulting to clients on both new and in-force Outsourced Chief Investment Officer (OCIO) relationships, we have developed critical insights about OCIO providers in Canada and a robust database.

While many of our direct competitors in traditional asset consulting have moved into the investment management business, Eckler has made a conscious decision not to offer asset management services. This independence allows us to objectively assess OCIO providers to help our clients make the most informed decisions.

From OCIO strategy to implementation, monitoring and governance, we routinely work with organizations to help them better understand and manage an OCIO model that works for their unique organizational goals.

Database subscription services are available for both monitoring clients and OCIO providers.

Contact us at EMR_OCIO@eckler.ca to learn more.

Our services include: 

OCIO Search Consulting
  • Longlist formation tailored RFP creation and distribution
  • Due diligence report and recommendations
  • Finalist interview facilitation and attendance
OCIO Performance Monitoring
  • Review of total portfolio performance relative to benchmark as well as individual strategies relative to benchmarks and peer group
OCIO Database Services
  • Peer group creation across asset classes. Peer groups are anonymized to ensure individual constituents are not identifiable.