IMI Teams Up with Consultant on New OCIO Search Platform

By Alyson Velati April 21, 2017

“The Investment Management Institute (IMI) recently joined forces with investment consultant Manager Analysis Services to launch an outsourced CIO (OCIO) search platform. Manager Analysis Services has $5 billion in assets under advisement, according to its website.

“It’s a chance for [OCIOs] to tell their story,” says Chris Cutler, president of Manager Analysis Services, who is working with IMI on the platform. “The more challenging questions won’t be in the RFI, but rather when we meet with firms in person.”

IMI and Manager Analysis Services will avoid creating a short list of OCIO firms, like many traditional consulting firms do with their vetted manager lists, says Cutler.

“Our approach will be different,” he says. “We’re not looking to rank the firms. It will be a multi-dimensional consideration to see what their strengths are. It’s one thing to review managers. The second is to recommend them and the third is to be accountable for them.”