OCIO and investment management services

As investment markets become more complex, it's no surprise that the desire to delegate regulatory decisions continue to rise.

With growing complexity and issues facing investment committees and boards, the need for Outsourced Chief Investment Officer (“OCIO”) services has grown in the last several years. An arrangement such as this, allows these fiduciaries to retain control of the investment policy while delegating the regulatory decision-making to a regulated company.

The components of the investment management process that are typically outsourced include:

Aside from increasing operational efficiency and reducing costs, outsourcing your CIO function can greatly improve efficiency and timeliness in your investment management process, and also improves governance and fiduciary protection through validation by an external party.

Find out what we can do for you.

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