Leita Insights

An OCIO search consumes a meaningful amount of time and organizational resources. Organizations working with a search consultant should generally plan for a four- to six-month process. If you are running the process yourself, we encourage committees to budget six to nine months, if not longer. The exact timeline depends on the number of candidates, the organization's complexity, and the number of stakeholders involved. But perhaps more important than the calendar is understanding where...

Leita Advisory Founder & President, Anna Dunn Tabke, CFA, CAIA, recently shared her perspective with FundFire for its article examining Spider Management’s distinctive single-portfolio approach. Spider Management stands apart from many OCIO providers by offering clients access to the same portfolio managed for the University of Richmond. This model contrasts with much of the OCIO market, where customization has become a central part of the value proposition.