This analysis is based on the results of a Greenwich Associates study, sponsored by BNY Mellon. Between February and March 2018, Greenwich Associates interviewed 33 OCIO providers about their businesses, biggest challenges and support service providers.
The full study includes insights on:
“The best-in-class service providers are the ones who can anticipate the unique challenges of OCIO providers and tailor their solutions, particularly in the areas of data aggregation, reporting and management.”Bob Dollard, Public Funds Segment Manager, BNY Mellon Asset Servicing
Head of OCIO Strategy and Solutions, BNY Mellon Asset Servicing
Liz has more than 25 years experience in the financial services industry in all areas of the investment lifecycle. Prior to her current role, Liz filled a variety of staff and management roles within custody operations, client service and relationship management for BNY Mellon. Her experiences in these roles and in working with almost every type of institutional investor have made Liz a recognized subject matter expert related to trust and custody, merger and integration activity, Taft-Hartley and ERISA regulatory and compliance requirements, operational risk management, and best practices for sales and relationship management.View Profile