Outsourced Chief Investment Officer Survey Form
Share your organization’s profile, current OCIO setup, priorities, and timeline so we can understand your investment needs.
Firm Profile
Firm Name
*
Respondent Role / Title
*
Firm Type
*
Pension Fund
Endowment
Foundation
Family Office
Nonprofit
Other
Approximate Assets Under Management
*
Please Select
Under $100 million
$100 million - $500 million
$500 million - $1 billion
$1 billion - $5 billion
Over $5 billion
Other
Current OCIO Relationship
Does your organization currently use an outsourced chief investment officer?
*
Yes
No
Primary reasons for considering or using OCIO services
*
Access to specialized expertise
Improve portfolio governance
Reduce internal resource burden
Enhance investment performance oversight
Broaden manager selection capabilities
Access to institutional-scale opportunities
Other
How satisfied are you with your current setup?
*
Very dissatisfied
1
2
3
4
5
6
7
8
9
Very satisfied
10
1 is Very dissatisfied, 10 is Very satisfied
Investment Needs and Priorities
Top Investment Objectives
*
Capital Preservation
Income Generation
Long-Term Growth
Liquidity Management
Inflation Protection
Risk Reduction
Other
Preferred Service Areas to Delegate to an OCIO
*
Communication and Reporting Preference
*
Monthly Reports
Quarterly Reports
Semi-Annual Reports
Annual Reports
Real-Time Dashboard Access
Custom Schedule
Other
Decision Timeline and Follow-up
Expected decision timeline
*
Within 30 days
31-60 days
61-90 days
More than 90 days
Undecided
Other
Additional comments or priorities
Preferred follow-up method
Email
Phone
Video call
No follow-up requested
Other
Submit Survey
Should be Empty: