Outsourced CIO (OCIO)
As an outsourced chief investment officer, we provide in-depth evaluation of investment opportunities and ongoing oversight of the portfolio for family offices, external advisors and private entities.
What the engagement includes
Investment policy & strategic allocation
Manager selection & due diligence
Opportunity screening
Rigorous screening and evaluation of opportunities presented to the client, so decisions rest on analysis rather than access.
Portfolio construction
Ongoing monitoring
Ongoing monitoring so performance stays aligned with long-term goals, recommending adjustments where needed.
Reporting to the family / board
How an engagement runs
Onboarding & mapping the existing portfolio
Policy & allocation
Implementation
Monitoring & review
Fee model
Fixed-fee model. Our OCIO service runs on a fixed fee, agreed in advance and disclosed to the client.