Outsourced CIO (OCIO)
Delegated investment management for institutional organisations.
We act as an outsourced investment department, ensuring strategic definition, implementation and portfolio monitoring.
What Is Outsourced CIO?
A delegated management model in which the organisation retains strategic oversight while we ensure execution and monitoring of the investment strategy.
Grounded in academic evidence, institutional asset allocation and decades of financial research.
Deep Specialisation
Technical expertise in institutional index management, portfolio construction and investment governance.
Strategic Customisation
Each mandate is tailored to specific constraints, time horizon and organisational objectives.
Disciplined Management
Continuous monitoring and systematic rebalancing to keep risk and strategy aligned with objectives.
Professional Governance
Support for decision-making structures through institutional reporting and regular committee meetings.
Our Methodology
Globally diversified indexed portfolios, built with technical rigour and institutional instruments.
Based on decades of academic evidence and financial research.
Who We Work With
Organisations that need professional, structured, long-term investment management.
Foundations and Endowments
Asset management focused on long-term financial sustainability.
Pension Funds
Strategies aligned with long-term liabilities and institutional risk management.
Family Offices
Multi-generational wealth management with a professional governance structure.
How the Process Works
A four-phase methodology for an orderly transition and continuous professional management.
Analysis and Diagnosis
A comprehensive assessment of the current situation, objectives, constraints and governance structure.
- Investment policy review
- Existing portfolio analysis
- Definition of objectives and constraints
- Cost structure assessment
Strategic Design
Development of strategic asset allocation and selection of investment vehicles.
- Scenario modelling and stress tests
- Definition of strategic asset allocation
- Selection of ETFs and index funds
- Transparent cost structuring
Implementation
Execution of the strategy with an efficient transition from the existing portfolio.
- Tax-efficient transition plan
- Phased implementation when needed
- Reporting and monitoring setup
- Team onboarding and training
Ongoing Management
Monitoring, rebalancing and regular reporting with a structured governance framework.
- Periodic rebalancing
- Detailed quarterly reporting
- Investment committee meetings
- Annual strategy review
Included Services
A complete solution covering all institutional investment management needs.
Schedule a Conversation
Every organisation is unique. Let's discuss your specific challenges and how the OCIO model can create value for your institution.
Confidential meetings. No commitment. Response within 24 hours.