Outsourced CIO (OCIO)
Institutional index management with structured methodology.
We act as an external investment department.
The organisation retains oversight. We ensure execution and monitoring.
What Is Outsourced CIO
Specialised technical delegation of the investment function.
Strategic asset allocation
Definition of the investment structure appropriate to each organisation.
Index implementation
Portfolios built with efficient, low-cost instruments.
Systematic rebalancing
Disciplined maintenance of strategic allocation over time.
Structured reporting
Clear and regular reports to support decision-making.
Investment committee support
Preparation of materials and facilitation of investment meetings.
Focus on efficiency, discipline and clear governance.
Our Methodology
We implement globally diversified index portfolios, built with technical rigour and institutional instruments.
Strategic asset allocation
Investment structure defined based on objectives and time horizon.
Institutional ETFs
Efficient implementation with low-cost, high-liquidity instruments.
Systematic rebalancing
Disciplined maintenance of strategic allocation over time.
Continuous monitoring
Regular portfolio tracking with structured reporting.
Based on decades of academic evidence and financial research.
Who We Work With
Organisations that value method, discipline and governance.
Foundations
Professional management of assets with institutional purpose.
Pension funds
Strategic allocation aligned to long-term liabilities.
Family offices
Structured governance for complex private wealth.
How the Process Works
A structured process in four phases.
Analysis & Diagnosis
Assessment of the current situation, objectives and constraints.
Strategic Allocation Definition
Construction of the investment strategy.
Implementation
Portfolio execution using indexed instruments.
Ongoing Management
Monitoring, rebalancing and regular reporting.
Clear structure. Defined responsibilities.
Services Included
Full coverage of the institutional investment function.
Portfolio Optimisation
Operational efficiency
Continuous monitoring and portfolio repositioning to maximise efficiency and reduce structural management, custody and transaction costs.
Governance & ESG
Strategic governance
Establishment of strategic objectives and alignment of investments with the institutional mission, including ESG criteria for a robust governance structure.
Independent Advisory
Transparency and independence
Expert advisory and tailored implementation, with full transparency and independence, focused on improving portfolio financial outcomes.
Schedule a Conversation
We can discuss how the Outsourced CIO model can support your organisation's investment management.