Outsourced CIO
An Outsourced Chief Investment Officer (OCIO) gives an investor access to the expertise of a full investment function without building one internally.
Working with the investment committee, the OCIO takes a whole-portfolio view, setting the strategic asset allocation, managing risk and liquidity across asset classes, and coordinating implementation through a single point of contact.
Endowments, foundations, charities and family offices often set strategy through an investment committee but lack the internal capacity to implement it. An OCIO provides institutional-quality governance, access to specialist managers and a single point of accountability, without the cost of an in-house team.
Why Investors use an OCIO
Discretionary: day-to-day investment decisions are delegated to the OCIO provider.
Advisory: the investment committee retains decision-making authority, with the provider advising on and coordinating implementation.
Different Models
Areas of Focus
Strategic asset allocation and whole-portfolio risk and return analysis
Stress testing and liquidity planning
Private markets and real estate portfolio construction
Practical implementation of responsible investment commitments
The investment committee sets objectives and makes decisions. We coordinate implementation, leading on private markets and overseeing specialist managers across other asset classes, with consolidated reporting across the whole portfolio.
How We Work
