Clarity in complexity
Managing wealth responsibly has become more demanding. Markets evolve rapidly, regulation continues to intensify, and building resilient long-term portfolios requires deep expertise across public and private markets, risk management, sustainability and reporting.
Our Outsourced Chief Investment Officer (OCIO) solution takes this complexity off your shoulders. With nearly a century of investment stewardship, Anthos acts as your long-term investment partner, overseeing both liquid and illiquid assets and supporting disciplined execution and implementation aligned with agreed objectives and governance frameworks.
What is OCIO?
OCIO stands for Outsourced Chief Investment Officer: a full‑service investment solution in which a dedicated team manages your portfolio on your behalf.
At Anthos, this means we take responsibility for:
- Designing, building and dynamically managing a multi-asset portfolio
- Ensuring every investment decision aligns with your objectives, risk tolerance and values
- Integrating sustainability and impact considerations throughout the investment process
- Providing continuous monitoring, reporting and robust governance
- Offering full transparency, oversight and decision-making power, without operational complexity
You outsource the complexity, not the responsibility.
How OCIO works
Our OCIO model brings together strategy, execution and oversight within one integrated framework. The OCIO wheel illustrates how we support clients throughout the entire investment journey: from defining investment beliefs and risk appetite to portfolio construction, monitoring and reporting.
Starting from your mission and objectives, our specialists translate strategy into disciplined execution and resilient long-term outcomes. Strong governance and consistent stewardship ensure that you remain firmly at the controls, supported by institutions-grade investment engine.
Why organisations choose OCIO
Family offices, foundations and institutional investors choose OCIO to strengthen their investment process by:
- Filling expertise or capacity gaps
- Enhancing governance and decision-making quality
- Gaining access to a broader investment universe, including private markets
- Improving long-term outcomes and portfolio resilience
- Ensuring responsible, values-aligned investing
- Reducing operational and reporting complexity
OCIO is well suited for investors seeking professional execution and stronger governance, without the need to build and maintain a large in-house investment team.
Values based by design
Our investment approach is rooted in sustainability, human dignity and good corporate citizenship. These values actively shape how we invest, manage risk and act as long-term stewards of capital. They are not an overlay, but an integral part of every investment decision.
This is reflected in:
- ESG integration embedded across all asset classes
- Dedicated impact investing capabilities
- Active ownership and engagement
- Purpose-driven, long-term stewardship
Is OCIO right for your organisation?
Whether you are building a family office, scaling a foundation, or strengthening your investment governance, Anthos helps you navigate complexity responsibly and confidently. Always aligned with your mission and decision-making structure.
We would be happy to explore how our OCIO solution can support your mission.