<p>Outsourced CIO</p>

Our OCIO team has been managing assets for pensions, endowments, foundations, and insurance companies in a full discretionary capacity for over 40 years.

Custom solutions for each client’s unique objectives

Our OCIO relationships begin with an understanding of each client’s unique objectives. We then bring our capital markets knowledge, strategic and active asset allocation experience, portfolio construction and risk management skills to deliver customized solutions that address clients’ unique needs. Our Models include: Multi-asset allocation with majority of assets maintained in house, Multiple Manager Outsourcing and Single Manager Outsourcing.

The commitment of a specialised team. The resources of a global leader

The group has an established track record as an investment manager and fiduciary with an emphasis on asset allocation innovation and access to a range of public and private opportunities.

Dedicated team

Benefit from a dedicated team which works individually with each client’s unique objective, leveraging specialized tools and a global network of more than 1,160 professionals.

Proprietary research

We allocate significant resources through research to develop invaluable insights that serve as the foundation of our robust investment models, including Long Term Capital Market Assumptions and portfolio recommendations.

Transparent and competitive fee structure

We quote a flat fee that encompasses all advisory and investment management services. OCIOs pass on the economies of scale lowering your investment costs.

Unique Investment Solutions

We offer closed-architecture investments that span across a global and diversified platform of public and private solutions, covering all the major asset classes and themes. Our unique structure allows us to respond swiftly in times of market volatility, leveraging our fully integrated portfolio management systems to provide real-time risk analysis for complete transparency over your investments.

Who we serve

Pension Plans

Thanks to our proprietary analytics, asset class insights and deep expertise we help pensions plans design and manage their investments and fiduciary responsibilities throughout the pension lifecycle.

Endowments and Foundations

We help endowments and foundations to achieve their goals by understanding their unique challenges, and are well equipped to design well diversified mission-aligned investments.

Insurance Companies

We offer a specialist team of insurance investors, strategists and advisors to customise investment strategies while benefiting from expert support on the issues most relevant for your firm.

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