Alpha Capital Management Releases New Report on 10 Questions to Ask an OCIO Search Consultant

Are you thinking of engaging a search firm to help you run a consultant search or OCIO search consultant? More than 1/3 of institutions used one last year. Download Alpha Capital Management's sample RFP to get started hiring a search consultant.
 
ATLANTA - July 10, 2018 - PRLog -- Are you thinking of engaging a search firm to help you run a consultant search or OCIO search? You're not alone. More than one-third (34%) of providers polled in a recent industry survey by Cerulli used a search firm, and this number continues to grow.

Although practically unheard of five years ago, the outsourced CIO ("OCIO") model, in which a committee hires an investment manager to oversee the portfolio rather than soliciting advice from an investment consultant, has exploded onto the institutional landscape and has garnered significant interest from a wide range of institutions.

This added complexity has led to a new niche service provider: the consultant or OCIO search firm. OCIO search consultants exist to guide organizations through the search process, everything from designing the RFP and developing search criteria to identifying candidates and analyzing the responses.They manage the entire project from start to finish, greatly simplifying this important fiduciary process for institutions.

"It may seem silly to go through an RFP process to hire a firm to run your RFP process," says Anna Dunn Tabke, a principal at Alpha Capital Management, "but as a leading OCIO search consultant, we often receive 'mini-RFPs' with a handful of questions designed to compare us against our competitors. As RFP architects, it makes sense to us from a due diligence perspective."

Alpha Capital encourages institutions to consider this exercise, and to help, we compiled 10 sample questions that organizations can use as an RFP to learn more about search firms.

The sample OCIO Search Consultant RFP report can be downloaded for free at Alpha Capital's website: http://www.alphacapitalmgmt.com/news

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Scott MacGillivray
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