Boutique OCIO Co-Founder Steps Away from Day-to-Day Operations

By Aziza Kasumov April 3, 2020

“Having a key person depart in the middle of a market crisis is a tremendous red flag,” says Chris Cutler, founder of Manager Analysis Services. “Clients moving to OCIO solutions often believe they are relieving internal management burdens, yet at times they unknowingly incur governance challenges of the OCIO firms they select,” he adds.

The firm had not previously recommended Edgehill to clients, Cutler notes.

Setting up an advisory relationship with an executive who’s stepping away “is a relatively common tool to try to mitigate the disruption and loss of focus that damages both a firm and its clients,” Cutler remarks.