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Keyword: outsourcing

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With employees often struggling to find benefits offerings related to mental-health support or chronic conditions, demand for health-care system navigation services has increased significantly in the past few years. In May 2023, the Bank of Montreal launched a digital mental-health navigation guide, available to employees in both Canada and the U.S., that streamlines access to […]

A Primer on OCIO in the DC world

The term outsourced chief investment officer, or OCIO, describes a service offering or model, where an institutional investor delegates certain decision-making responsibilities to a third-party provider. Once the investor makes the original delegation, the OCIO provider makes ongoing decisions related to the investment and administration of the plan, within agreed upon parameters. Initially the OCIO […]

External CIOs Help Alaska Permanent

Coverage of the 2011 Global Investment Conference.