Outsourced Chief Investment Officer

We fully understand how mission, vision, values and beliefs define investment goals. We build portfolios that meet the needs of our clients and are appropriate to their ambitions, risk appetite and preferred asset allocation. Through daily assessment and monitoring of portfolios, we assume responsibility for driving clients’ investment goals forward.

A tailormade, full-service investment solution

What does Outsourced Chief Investment Officer (OCIO) entail in practice?

  • Efficient solutions: integrated in-house investment offering
  • Multi-asset: broad, global strategies designed to meet client suitability requirements over various economic and market regimes
  • Mission driven: solutions use screening methods to act on strong responsible investing policies
  • Execution: dynamically managed portfolios, re-allocated and implemented
  • Reporting: monthly & quarterly customised client reports, strong ESG data integration & screening capabilities

Make a bigger impact on the world together

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