INTRODUCING OUTSOURCED CIO (OCIO)
A tailored approach to help you reach your unique investment goals.
Ideally suited to organizations focused on investment governance and fiduciary oversight.
Contact us to get startedHow can OCIO help you?
How can a holistic and tailored approach get you closer to achieving your investment goals?
Tailoring the solution to your needs
Every organization is unique—with their own goals, circumstances, values and beliefs. That’s why leading providers should have the flexibility and tools to precisely align to these needs—improving the likelihood of achieving your goals, without compromising your values or beliefs.
Timely execution
Markets change daily. That’s why annual or quarterly investment meetings can be seen as inadequate in today’s fast-paced environment. Global providers operate around the clock, dynamically monitoring and managing investments day and night.
KEY ASPECTS OF OUR APPROACH
Our role: helping you achieve your investment goals. Period.
Industry
expertise.
This is not our first rodeo. Your dedicated team includes specialists with years of experience helping 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.
Our Canadian investment professionals bring an average of more than 25 years industry experience with specialist expertise in defined benefit, non-profit and unions.2
Ready to get started?
You have investment challenges that OCIO can solve. We help clients all around the world with these challenges, and we're ready to help you.
WHO WE HELP
Locally, we work with organizations of all sizes.
Defined benefit (DB) pension plans
Through our holistic approach, we can help you decide what's right for your defined benefit pension plan.
DB plan overview
Union
plans
See how delegated investment solutions are designed to help union plans effectively pursue plan objectives.
Non-profit organizations
Discover how we can help you align your investment program and strategic advice with your non-profit's mission.
WHAT SETS US APART
We are global OCIO specialists.