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Glossary · Firm structure

Outsourced chief investment officer (OCIO)

An OCIO takes on investment decision-making authority for an institution or firm, as distinct from a platform that executes decisions the advisor makes.

The dividing line is discretion. A TAMP typically implements your mandate; an OCIO typically sets it. Firms that want operational relief without surrendering the investment relationship are usually describing the former.

Read more: TAMP or OCIO? →

Related

Turnkey asset management platform (TAMP)Overlay management

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