FAIR Evaluation Process

 

Define Overall Objectives

Collection of All Policies & Fund Data

Integration with
OCIO Partner

Data Review & Evaluation

Strategy, Analysis & Recommendations

 

Evaluation Deliverables

FAIR delivers a comprehensive report on the health and success of your current outsourced CIO. Our report includes:

  • Total value added/detracted of your OCIO

  • Peer group analysis of distribution of returns & risks

  • Fee-benchmarking

  • Multi-faceted Product Evaluation

  • 12-factor Manager/Product Scorecard

  • Overall key findings, opportunities and recommendations

Search and Selection

Services provided:

  • RFP preparation

  • Review and ranking of RFP responses

  • Assistance in candidate Interviews

  • Assistance in candidate selection

Ongoing Oversight

Services provided:

  • Ongoing review of governance

    • Resources

    • Strategy

    • Execution

  • Review of daily operational responsibilities

  • OCIO transparency on reporting/fees