Know How To Get There: Three Implementation Capabilities You Should Demand From Your OCIO Provider

Executive summary:

  • A robust implementation strategy and real-world implementation capabilities are both necessary in order to achieve your portfolio’s preferred position.
  • We believe that a best-practices OCIO provider will have strong capabilities in implementing manager transitions, efficiently changing manager weights, and deploying precise positioning strategies.
  • We believe that expertise in trading both physical securities and derivatives in real-time is a requirement when using these strategies.

Editor's note: This is the third article in a three-part series: Know what you own; Know where you want to be; Know how to get there.

Your portfolio needs to move. You know where you want to go. But how do you get from point A to point B?

Let’s assume you’ve done the work to know where you want to be. You’ve decided on the asset-class shifts and the revised underlying asset-class structures. Maybe you’ve even researched specific investment manager products and selected the actual managers. If you do all this well, you have a best-laid plan, right? What could go awry?

For part three of this blog post series, we’ll talk about the fact that many genius investment strategies have failed because of poor implementation. In order to get where you want to go requires not just a great implementation strategy, but also requires real-world implementation capabilities.

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