An Outsourced Chief Investment Officer (OCIO) acts as a dedicated behind-the-scenes team enhancing your advisory firm’s investment management capabilities.
Your OCIO team partners with you to:
- ensure adherence to investment policy parameters
- select managers
- handle contracts
- oversee transitions
- rebalance portfolios
OCIO Defined
An OCIO provides strategic investment advice and oversees your firm’s investment management, asset allocation, and due diligence (including risk management).
OCIO Advantages
External expertise—without an in-house investment team, which can help your firm’s investment management become more efficient and scalable
Time—to focus on the other aspects of your business (namely serving and supporting your clients) without having to recruit, retain, and provide all the up-to-date systems required for policy design, risk management, back-office operations, and performance measurement.[1]
Expertise—an OCIO has access to various resources and the expertise to create firm-level investment policies and build portfolios that meet your client’s needs
Cost savings—an OCIO can negotiate lower manager fees, eliminating fund-of-fund fees, and minimizing costs associated with other third-party providers[2]
Interested in learning more about OCIO services from Symmetry Partners? Schedule a meeting today with a sales representative. We’ll work together to establish your needs and then recommend strategies tailored to your firm’s needs.
For more information, visit our OCIO site or contact Symmetry Partners.
[1] OCIO.org https://ocio.org/why-choose-ocio (accessed January 30, 2024)
[2] OCIO.org https://ocio.org/why-choose-ocio (accessed January 30, 2024)
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