Meet Brian Schroeder from

Increasingly, plan sponsors are redefining their investment consulting relationships by affording the consultant discretionary authority over investment decisions.  This concept is known as Outside Chief Investment Officer or OCIO.  As this is a relatively new development within the Taft-Hartley sector, we have asked Brian Schroeder of OCIO Monitor to provide some background on the trend and talk about how to evaluate the services provided by the consultant.

For a list of OCIO search providers, email Traci at