A Complete OCIO Solution
For institutions looking to fully outsource their investment management, our expansive set of services and collaborative approach enable us to deliver a tailored solution to meet your specific needs—working with you on a discretionary or non-discretionary basis.
Our OCIO Offering
Investment Policy Design
Mission Alignment
We have developed specific investment practices that allow us to work with institutions to tailor portfolios that are highly aligned with each institution’s mission. Through individual equity and fixed income security selection, allocation to sustainable investing strategies, or avoidance of certain types of investments, we work with your investment committee to develop an investment strategy that supports your overarching objectives.
Asset Allocation and Portfolio Construction
Our investment team will design or advise you on an asset allocation strategy that diversifies your institution’s holdings across a range of asset classes, with the goal of optimizing the portfolio given your institution’s unique risk/return and spending profile. This long-term allocation range provides some flexibility to accommodate tactical changes in response to shifting market conditions.
Manager & Security Selection
Our broad platform provides a wide range of investment options across asset classes, including alternative investments such as private equity or credit. To address the risk/return requirements of your institution, we may utilize active or passive strategies through funds or separately managed accounts.
Ongoing Management
We closely monitor your institution’s portfolio over time and will make ongoing adjustments and recommendations in an effort to align the portfolio with your institution’s goals and objectives. This process includes tracking your holdings, as well as rebalancing your institution’s portfolio to manage tactical positioning, diversification, and risk.
Value-Added Services
- Customized reporting for investment committees and boards, including sub-account reporting within commingled funds when needed
- Board education on investment topics, market trends, and fiduciary responsibilities
- Evaluation of vendors and associated fees
- Trustee and custodian search and selection
- Spending policy analysis, liquidity management, and cash flow planning
- Fiduciary guidance and audit support
- Capital campaign support
- Stewardship materials to support donor relations and fundraising efforts
