Outsourced Chief Investment Officer
The Outsourced Chief Investment Officer's primary role is to take ownership of the whole investment process allowing the clients to focus on their strategic priorities. We have built our experience through many market environments and learned how to identify areas of opportunity, inefficiency and diversified sources of return even in the most challenging times.
Core functions of the OCIO
We partner with you throughout the entire investment cycle, ensuring you have the right investment strategy and the winning approach. Our program follows a rigorous multistep process:
✓ Formulate investment objectives and risk appetite
✓ Agree on investment beliefs
✓ Develop and communicate the investment strategy
✓ Build the asset allocation and the portfolio
✓ Incorporate illiquid assets in a portfolio
✓ Manage liquidity and uncalled capital commitments
✓ Manage risk and set up advanced risk control measures
✓ Design & implement the investment process
✓ Set a process for the selection of external managers
✓ Establish investment guidelines and policies
✓ Develop investment mandates and benchmarks
✓ Create reporting and performance attribution procedures
✓ Investment strategy implementation & organizational design