Table 12 The scope of OCIO's role... | Emerald Publishing

Table 12

The scope of OCIO's role

Permissions and capabilities	Investment advisory	OCIO
Permissions and capabilities	Investment advisory	Partial	Fully
Governance	$△$	$△$	$△$
Investment Policy Statement (IPS)	$△$	$△$	$△$
ALM or LDI	$△$	$△$	$◎$
Strategic Asset allocation (SAA)	$△$	$△$	$◎$
Build your investment structure and strategy	$△$	$◎$	$◎$
Select and manage managers	$△$	$◎$	$◎$
Operations (performance evaluation, risk management, etc.)	$△$	$◎$	$◎$

Permissions and capabilities	Investment advisory	OCIO
Permissions and capabilities	Investment advisory	Partial	Fully
Governance	$△$	$△$	$△$
Investment Policy Statement (IPS)	$△$	$△$	$△$
ALM or LDI	$△$	$△$	$◎$
Strategic Asset allocation (SAA)	$△$	$△$	$◎$
Build your investment structure and strategy	$△$	$◎$	$◎$
Select and manage managers	$△$	$◎$	$◎$
Operations (performance evaluation, risk management, etc.)	$△$	$◎$	$◎$

Source(s): Mirae Asset Management/ $△ :$ Beneficiary decision, $◎ :$ OCIO decision