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This Q&A deals with how the move to an outsourced chief investment officer (OCIO) will stir up issues ranging from complex portfolios to legacy systems that hinder progress.
(A report issued this past October from the Milestone Group focuses on how the investment strategies and the related portfolios overseen by outsourced chief investment officers (OCIOs) are becoming more complex. The report, “Outsourced CIO, Fiduciary and Delegated Investment Technology Survey: Findings and Conclusions” finds that portfolio complexity will likely continue as a function of...
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