Partnering with an outsourced chief investment officer (OCIO) firm helps address the many challenges and constraints you face in today’s increasingly complex investment landscape.
With our OCIO solutions, our partners and their clients benefit from a range of advantages, including:
Our experienced team of investment professionals provides advisors with access to unique market insights and solutions, enabling them to make informed investment decisions. Plus, as experienced advisors, we have firsthand knowledge of the challenges our partners face like few other OCIOs do in the industry.
We tailor our solutions to meet the objectives of each of our partners and their clients. Whether designing a bespoke investment strategy or providing ongoing support for your practice, we work closely with you to deliver customized solutions that meet your specific requirements.
We define risk differently. Most other advisors and OCIOs measure risk as standard deviation or overall volatility. We believe the solution is not to minimize all volatility but rather the downside volatility. Thus, our approach measures, among other factors, risk as loss-standard deviation. Our multi-dimensional approach blends investment styles and disciplines, delivering returns competitive with benchmarks with much lower downside volatility.
By outsourcing your investment management functions to us, you leverage our know-how as advisors, resulting in cost and time savings, ultimately leading to improved investment outcomes.
As experienced investment advisors and consultants, we’ve learned that typical asset allocations offer little of the promises of portfolio diversification. Sure, you may be diversified across asset classes, market cap sizes and geographies, as in graph below. But as the other pie chart shows, over a 10-year investment holding period, these investments tend to move in tandem.
Fixed allocations tied to risk tolerance and time frame.
Diversification of multiple asset classes.
What Investors See with
Traditional Asset
Allocation
What Investors See with
Traditional Asset
Allocation
Applying different colors to each asset class provides the illusion of diversification, but…
What Investors Really
Receive from a
Diversification Standpoint
The number in the graph represents the 10-year correlation of each asset class to Large Cap Stocks. The color variation is directly based on the correlation. *