Outsourced CIO (OCIO)

Delegated Investment Oversight

Outsourced CIO (OCIO)

External CIO support for institutions that want steady oversight, clear thinking, and reporting that works for committees.

Service Overview

Endowments, foundations, family offices, and operating entities.

We can cover allocation design, manager review, risk oversight, and committee reporting in one relationship.

How We Support

  • Allocation and risk work aligned with policy and governance needs.
  • Manager evaluation and monitoring with a consistent decision process.
  • Committee-ready reporting, review materials, and ongoing decision support.

Quick Answers

Common Questions

A few practical questions clients usually ask as they evaluate fit.

What does your OCIO scope include?

An OCIO relationship can include allocation design, manager oversight, policy alignment, risk monitoring, and committee communication.

Who is a fit for this service?

Institutions that want outside investment leadership but still expect clear reporting, sound process, and close coordination.

How is confidentiality handled?

Scope, reporting structure, and responsibilities are tailored to your governance standards and covered directly with your team.