Outsourced
Chief Investment Officer (OCIO)
Partnering with an OCIO firm can help institutional investors address the many challenges and constraints they face in today's increasingly complex environment.
Talk to our teamHow can investment management outsourcing help you?
OCIO helps you optimize your investment program.
Deepen your resources.
Outsourcing your investments to an OCIO provider will give you access to more resources and expertise, allowing you to focus on the decisions most critical to your organization.
Respond more rapidly in a crisis.
An OCIO partnership ensures your investment portfolio is monitored around the clock and can respond rapidly in a crisis helping manage your risk.
Lower your investment costs.
OCIOs 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 provide investment advice to help you explore and access a wider range of investment opportunities.
Key aspects of our outsourced CIO approach
Our role: helping you achieve your investment goals. Period.
Industry
expertise.
This isn't our first rodeo. Your dedicated team will include seasoned professionals who have helped organizations like yours achieve their investment goals. They'll hit the ground running with a deep understanding of the investment challenges faced by your industry.
WE'RE HERE TO HELP
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 backWhat sets our investment outsourcing approach apart?
Fundamentally OCIO.
OCIO is what we do. The core focus of our global institutional investment business. We have been honing our craft for more than 40 years, a level of commitment unmatched by any other organization. Every capability we have developed was solely designed to help our clients, people like you, reach their goals.
assets under advice
assets under management
when our OCIO journey began
global OCIO ranking by assets1
Data as of December 31, 2023.
Who we help
Locally, we provide CIO outsourcing services to organizations of all sizes, specializing in four key areas.
Related resources
If you're just learning what OCIO is all about, we have the fundamentals of outsourcing CIO to help broaden your understanding.
In our view, the importance of finding an OCIO provider that does it all, make better partners. Even if you're partially outsourcing. This article explains why.
Ensure you ask the right questions when searching for the ideal partner. Find best practices for OCIO RFPs, a list of commonly-asked questions from real RFPs to weigh your options.
PARTNER
WITH US
Get in touch with us through this form and we'll reach out to you.
Lisa Schneider, CFA
Managing Director,
Head of Client Solutions
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