Park Alpha – Outsourced Chief Investment Officer Model May 2013

Park Alpha, the consulting division of the Sovereign Wealth Fund Institute, has released a briefing on the Outsourced Chief Investment Officer (OCIO) model. Essentially, the outsourced chief investment officer (OCIO) model permits the advisory firm to manage the client portfolio on a discretionary basis – allowing the firm to make changes (with prescribed limits) in investments. The OCIO model behaves in a similar capacity as professional investment staff.

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About Park Alpha
We are the consulting division of the Sovereign Wealth Fund Institute. We are not a brokerage or 3rd party marketer. parkalpha website



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