Outsourced Investment Management (OCIO)

From timely asset allocation and manager decisions, to professional advice and economies of scale, OCIO brings efficiencies that you simply can’t achieve on your own.

Delegated investment models provide institutional investors with the resources, infrastructure, technology and expertise to improve focus and overall results. That’s why more and more of you are embracing the OCIO investment outsourcing model.

But not all OCIOs are alike. And it’s our differences that make all the difference.

We're an extension of your team, complementing your existing best practices.

We’ve been delivering investment outsourcing solutions  since 1982. That expertise allows us to deliver an unparalleled program, tailored to your needs. We act as an extension of your team to complement your existing best practices.

Here’s what stands out:

  • Track record – With 25+ years of experience as a fiduciary manager, we have $88.5B USD in institutional assets and make investment decisions for our 475+ clients
25+ Years serving as a fiduciary manager
  • Significant resources – We have a team of 300+ dedicated market and investment professionals, and we continue to re-invest in the right people, processes and technologies to help you succeed.
  • Proactive advice and nimble decision making – Advanced technology allows you to test potential outcomes of investment decisions. Changes can be executed quickly and efficiently when needed to capture market opportunities.
$93.2 Billion USD in institutional assets (as of 9/30/17)
  • Leading institutional managers – Our exacting, step-by-step process helps us find the best managers for each asset class. We identify areas of opportunity, inefficiency and diversified sources of return, bringing you maximum diversification with complete transparency.
  • Reduced fees – You leverage our scale (and companywide assets of $280B USD) to access leading institutional investment managers at reduced fees.

You gain broad diversification, access to leading specialist/emerging managers and rigorous monitoring through our multi-manager investment implementation. The best part? We understand your organization and look for investment opportunities that make sense for you, while quantifying risks across your entire portfolio.

Get help from the right provider

Not all OCIOs are alike – experience and infrastructure matter.

Request an information kit for details.

Get your kit