Delegated Investment Oversight
External CIO support for institutions that need allocation oversight, manager review, and committee-ready reporting in a single relationship.
Operating Problem
This work fits institutions where committee bandwidth is limited, policy oversight needs to stay organized, or manager review has become too heavy for the internal team alone.
Typical Audience
Endowments, foundations, family offices, and operating entities.
Engagement Shape
We can cover allocation design, manager review, risk oversight, and committee reporting as part of an ongoing governance process.
How We Work
Each engagement is scoped to the client, but the work usually follows a clear sequence from initial definition through ongoing review.
Set objectives and policy context
We begin with investment objectives, liquidity needs, policy constraints, and the decision structure your committee or leadership team uses.
Shape the portfolio approach
Asset allocation, manager coverage, and oversight priorities are then organized around those objectives and governance requirements.
Maintain the oversight cadence
Ongoing work includes monitoring, manager review, risk oversight, and preparation for scheduled decision points.
Support committee decisions
Reporting and meeting materials are prepared to help committees review progress, address issues, and make informed decisions.
What You Get
Quick Answers
A few practical questions that usually come up as teams evaluate fit, scope, and process.
An OCIO relationship can include allocation design, manager oversight, policy alignment, risk monitoring, and committee communication.
Institutions that want outside investment leadership while maintaining clear reporting, sound process, and close coordination.
Scope, reporting structure, and responsibilities are tailored to your governance standards and covered directly with your team.
Next Step
If you are evaluating an engagement, send a short note on the organization and decision context. We aim to follow up within two business days.