Interest in, and demand for, discretionary/Outsourced Chief Investment Officer (“OCIO”) investment management solutions has increased significantly over the past several years. Fiduciaries find themselves confronted with a host of challenges when navigating oversight of the funds entrusted to them. Fluctuating investment markets, heightened concerns about the effectiveness of active investment management, growing operational and administration responsibilities, and a general lack of time and expertise can conspire to inhibit the effective management of invested assets.
FIA works with clients to help them identify and understand the impact of moving to an outsourced CIO model and then evaluate the proper implementation. Investment management outsourcing may be the best decision for your business as there are several advantages of having a dedicated Outsourced Chief Investment Officer (OCIO) handling your funds or assets. The hallmark of our Outsourced Chief Investment Officer (OCIO) services is that we put an emphasis on working collaboratively with clients to focus on the decisions that will have the greatest impact on returns. We help companies and committees to determine the optimal asset allocation based on the organization’s return objective and ability to take on risk. Our Outsourced Chief Investment Officer (OCIO) will then work within that framework to seek the best model and take advantage of top-down opportunities. Our Outsourced Chief Investment Officers (OCIO) have years of experience providing excellent investment management services and have an proven track record of providing high-quality OCIO investment management solutions.