Outsourced Chief Investment Officer
Our OCIO framework applies the same disciplined, fiduciary-focused process used in our advisory engagements, combined with delegated implementation authority. This structure allows institutions to benefit from timely decision-making, continuous oversight, and alignment with long-term objectives, while maintaining appropriate governance transparency.
Our six-step OCIO process includes:
- Plan Assessment & Discovery – understanding objectives, constraints, and governance priorities
- Investment Policy Statement – development or refinement of a durable decision-making framework
- Strategic Asset Allocation – designing a portfolio aligned with long-term objectives
- Manager Search, Selection & Implementation – disciplined research combined with efficient execution
- Performance Reporting & Communication – transparent evaluation of results, risks, and positioning
- Ongoing Monitoring & Adjustments – proactive oversight supported by delegated authority
Delegated discretion enables efficient implementation while preserving the fiduciary discipline and accountability institutions require.