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Outsourced CIO (OCIO)

Our Outsourced CIO team has been managing assets for pensions, endowments, foundations, and insurance companies in a full discretionary capacity for over 40 years. The group has an established track record as an investment manager and fiduciary with a special emphasis on asset allocation innovation and access to a broad range of public and private opportunities.

Custom solutions for each client’s unique objectives

Our OCIO relationships begin with a thorough 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 and an industry-leading investment line-up that are designed to address clients’ unique needs. We seek to flexibly invest where we believe the risk-adjusted reward is most attractive and we dynamically shift asset class and country weights to enhance each portfolio’s risk/return profile.

Our OCIO Models

  • Multi-asset allocation with majority of assets maintained in house
  • Multiple Manager Outsourcing
  • Single Manager Outsourcing
years with
J.P. Morgan