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.

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How 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.

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Uniquely
yours.

We don't take a cookie-cutter approach with your investment program. We take the time to understand you, your challenges, and your beliefs so we can provide a tailored solution that meets your needs.

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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.

Hand holding earth

Global
access.

A world of opportunities brought to your door. Our globally-connected network of investment pros 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.

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.

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What 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.

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 18+ 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 are positioned, and so will you with complete transparency across your entire investment portfolio, from strategy-level to security-level, and with the capability to respond in real-time.

$1.35 T

assets under advice

$412.5 B

assets under management

1980

when our OCIO journey began

#4

global OCIO ranking by assets1

Data as of December 31, 2023.

Related resources

OCIO fundamentals

If you're just learning what OCIO is all about, we have the fundamentals of outsourcing CIO to help broaden your understanding.

Some do some, few do all

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.

RFP Builder

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.

 

Chris Wright

DIRECTOR, CANADA INSTITUTIONAL SALES

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