A Mature OCIO Model, Built to Deliver

Outsourced Chief Investment Officer

In an increasingly complex global market, many investment committees find themselves spending more time on nuance than on strategy. Our OCIO platform is designed to help solve this issue. We act as a seamless extension of your organization, providing the sophisticated portfolio management, operational infrastructure, and fiduciary oversight required to manage institutional portfolios with total conviction.

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Full Fiduciary Accountability

We don't just "advise" from the sidelines. As your OCIO, we take on the fiduciary responsibility for the implementation of your investment policy.

Acting CIO: We work closely with your board, committees, and staff to translate your mission into a strategic investment framework.
End-to-End Discretion: We handle the day-to-day decisions, cash movements, and manager hirings, and terminations - operating within your approved guidelines - to allow your teams board to focus on their work.

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Operational Architecture

Our capabilities can afford a seamless integration with your preferred custodians and partners, preserving existing relationships while enhancing total oversight.

Optimized Execution: From managing private equity capital calls to rebalancing, we help ensure your liquidity and risk profile remain aligned with your targets.
Consolidated Reporting: A single, transparent view of your entire portfolio, regardless of how many managers or asset classes are involved.

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Institutional Scale

We leverage our scale and relationships to provide clients access to opportunities and terms that may be otherwise out of reach.

Fees Matter: We are active in negotiating fees with managers and exploring ways to pass along those savings to our clients, allows us to build a robust infrastructure for our services.
Manager Access: Our client footprint can lead to access to oversubscribed and capacity-constrained private equity, venture capital, and hedge fund strategies.

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Governance Continuity

Board members and staff change, but your investment legacy shouldn’t. We serve as a dedicated extension of your organization, representing your interests across all investment-related forums and stakeholders.

Committee Education: We provide deep-dive sessions on market trends and asset classes to ensure your stakeholders make decisions with confidence.
Audit & Compliance Support: We provide the documentation, reporting, and transparency required for internal audits and regulatory filings.

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The Partnership Process

How We Partner With You

You gain access to a global diversified portfolio using our proprietary investment methodology, allocating across public and private markets tailoring to your risk tolerance, liquidity needs, and mission priorities.

Step 01

Discovery & Alignment

We collaborate with leadership to understand mission, governance structure, and long-term investment objectives.

Step 02

Policy & Framework

We develop or refine your investment policy and strategic asset allocation framework to guide implementation.

Step 03

Implementation

We implement the strategy, onboard managers, and integrate the operational investment infrastructure.

Step 04

Ongoing Management

We provide continuous monitoring, transparent reporting, and ongoing committee education for long-term success.