25 Crucial Questions to Ask Before Hiring an OCIO Search and Evaluation Consultant


The success of your OCIO / investment consultant search hinges on who you select to assist in the process. Objective due diligence is crucial. Asking the right questions will help ensure that you end up with the right partner.

Get our 25 crucial questions to ask before hiring a search and evaluation consultant. Subjects covered include:

  • Firm overview
  • Experience, knowledge, and industry expertise
  • Potential conflicts of interest
  • Staffing and process

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