Optimise your investment program with OCIO.

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A tailored investment program built around your needs.

An OCIO partnership brings a significantly deeper pool of specialist resources, removing the barriers between you and your ideal investment program.


Partnering with an OCIO firm can address many of the challenges and constraints facing institutional investors.

Deepen your resources.

Outsourcing your investments will add depth and continuity, allowing you to focus on the decisions most critical to your organisation.

Respond more rapidly in a crisis.

An OCIO partnership ensures your portfolio is monitored around the clock and can respond rapidly in a crisis.

Lower your investment costs.

An OCIO provider can use their scale, leveraging in-house capabilities at cost and negotiating more competitive sub-manager rates.

Improve access to the best ideas.

The right partner can significantly broaden the range of investable opportunities, robustly assessing and accessing a deeper pool of possibilities.


Your investment portfolio is only one part of a ‘best practice’ investment program.

Investment program health check

5 minute assessment

This short 'health check' assessment will help you and your organisation to diagnose the strengths and opportunities for improvement in your investment program.

Step One: Investment objectives

Lay the right foundations from the start

Setting investment objectives may seem relatively easy or even obvious. But this is one area where there is more than meets the eye.

Step Two: Governance

The Overlooked Art of Good Governance

What is good governance? And does it really make a difference? As we have learnt from the global financial crisis and the COVID-19 market meltdown, just as quick as markets go up, they can go down.

Step Three: Investment Philosophy

A road map for your investment philosophy

An investment philosophy is similar to a road map: It helps an organisation decide which opportunities to pursue to reach their goals. This set of beliefs and principles guides the decision-making process and enables the development of an appropriate strategic asset allocation.

Step Four: Investment strategy & implementation

It's like building a house.

Investing is like building a house. To construct a new home, you first need to know your strengths—and areas where you need to rely on experts and specialists. The same holds true when it comes to investing and step four of an investment program: populating your portfolio with a diversified mix of strategies across assets, styles, and managers requires dedicated resources and expertise.

Step Five: Ongoing Management

Ongoing management to adapt and stay on track

Step five includes identifying if there are areas of the program that aren’t working and what can be done to get back on track. Once an investment program is setup, it can be easy to fall into a trap of ‘set and forget’. But to have the greatest chance of success, your investment program needs constant attention.


Locally, we work with organisations of all sizes, specialising in three key areas.


Explore how an Australian University lowered their carbon footprint without negatively impacting the expected investment outcomes.

Not for profit

Find out how Anglican Funds South Australia stayed true to their investing values without sacrificing robust governance or active management potential.

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By personalising the investment strategy and the engagement experience, we can help more Australians achieve their desired retirement lifestyle.


Our role: helping you achieve your investment goals. Period.

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We don't take a cookie-cutter approach with your investment program. Dedicating the time to truly understand you, your challenges and your beliefs ensures our solution is ideally suited to your needs.


In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.¹

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This isn't our first rodeo. Your dedicated team will include seasoned professionals who have helped organisations like yours achieve their investment goals. They'll hit the ground running with a deep understanding of the investment challenges faced by your industry.


Our investment professionals bring an average of 19 years industry experience with specialist expertise in DB, DC, non-profit and healthcare.

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A world of opportunities, brought to your door. Our globally-connected network of investment professionals searches for the best investments and puts them to work for you. Every specialist integrates with our global investment platform, drawing on sophisticated modeling tools and years of research and expertise.


Today, our global platform is substantial, managing more than $425 billion —and guiding $1.6 trillion²—in assets on behalf of investors all around the world.


If you're considering an outsourced CIO, we can help you find the right approach for you.

No obligation. Let's talk.

Request a call back


Fundamentally OCIO.

OCIO is what we do. The core focus of our global institutional business. We’ve been honing our craft for more than 40 years, a level of commitment unmatched by any other organisation. Every capability we’ve developed, was solely designed to help our clients, people like you, reach their goals.

Public & private mastery

There is a world of opportunities well beyond those listed on public markets. Unlike other firms, we bring a mastery across both public and private assets leveraging our strategic partnerships and capabilities to ensure you have full access. As well as the technology to see how it all comes together with aggregated exposures and risks.

Team synergy

Any investment program is fundamentally a team effort. More important than the team's size is the team's cohesion, the investment experience, and the experience of working together. Our investment professionals bring 19+ years in the industry and average more than a decade working together.

Total portfolio intelligence

Knowing your exposure is the critical first step in any crisis. Yet, many competitors fall at the first hurdle, struggling to aggregate positions from multiple underlying managers. In contrast, we know how you’re positioned, and so will you with complete transparency across your entire portfolio, from strategy-level to security-level and with the capability to respond in real-time.

assets under advice²

assets under management

when our OCIO journey began

global OCIO ranking by assets³

Daniel Greyling

We’d love to talk

Please reach out to me directly or send an email to connect.

Daniel Greyling
Head of Institutional Sales
+61 2 92295234

Email Daniel

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Find out more about the OCIO model, how it can help and what to look in a provider—the OCIO Fundamentals.

Learn the OCIO fundamentals

All data as of March 31, 2022 unless otherwise stated.

¹ In a recent study conducted by Chatham Partners, Russell Investments significantly outperformed peers in multiple client service metrics. Firms included in the Chatham proprietary investment management benchmark: AllianzGI, Blackrock, BNY Mellon, Bridgewater Associates, Capital Guardian/ Capital Research, Dimensional Fund Advisors, Dodge & Cox, Goldman Sachs, GMO, J.P. Morgan, Loomis Sayles & Company, MFS Investment Management, Neuberger Berman, NTGI, Parametric, PIMCO, State Street, T. Rowe Price, Vanguard, Wellington, and Wells Capital Mgmt.

² As of December 31, 2021.

³ Source: Pensions & Investments, “Special report: CIO Outsourcing: OCIO growth assisted by volatile times”, Issue date: June 29, 2020. Available at: https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable