Outsourced CIO (OCIO) & Investment Solutions
Balancing investor risks, returns and reputational requirements, has become an increasingly complex challenge. Investors need to be in a position to make efficient decisions. They therefore need access to the right expertise and resources. That’s why many investors are looking externally for strategic portfolio management advice, access to manager research and support with asset allocation and day-to-day operations.
Investors are using outsourced investment solutions to address a range of common challenges. These include cost pressures, operational inefficiencies, resource constraints, regulatory changes, manager sourcing, accessing private market opportunities, integrating environmental, social and governance (ESG) issues into portfolios, and impact investing.
More and more investors are recognizing the benefits of collaborating with external and unbiased financial service providers. However, some reservations and myths remain. These are addressed below.
Evolving with your objectives in mind
As an early entrant to OCIO, our platform offers strategic allocation advice, dynamic asset allocation positioning, manager selection and implementation.
We can assume discretion to adjust market exposure relative to long-term targets when we expect emerging opportunities or mounting threats — always within your risk tolerance.
Common myths about investment solutions and OCIO
Three steps for optimizing your investment process
Review and adapt your governance frameworkIt is vital to keep your portfolio on track. If you need to improve your governance operating model, our investment solutions can provide the support you require, both now and in the future.
Assess your portfolio against your future objectivesUnderstanding how investments are performing takes vigilance. Investors must also search for new opportunities in order to future-proof their portfolios. We can help you have confidence that your investment strategy reflects your risk, return and reputational requirements.
Test your ability to adapt and respond to market movementsYou need to be in a position to rebalance your portfolio quickly and effectively if you are faced with market volatility. We can help you install optimized decision-making processes. These can help ensure your portfolio is responsive and aligned to your outcome requirements.
Jen Kruse, Mercer's US OCIO Leader, explores our OCIO solution
Many investors seek guidance and support with investment strategy design, manager research and strategic asset allocations. They also look for assistance with the day-to-day operations of their investment programs. We call these services investment solutions. Investment solutions can also be referred to as outsourced chief investment officer (OCIO) , delegated solutions, or fiduciary management solutions.
Our investment solutions offer a range of tools to help you solve your investment challenges. They provide the support of investment professionals, while still allowing you to maintain control over your investments. They will give you added confidence and can help reduce your workload.
Governance and due diligenceLeverage our expertise to expand your governance capabilities and improve your due diligence processes. This will help you to identify optimum investment opportunities.
Risk managementBe better prepared with our risk-management framework. This will help you navigate today’s most pressing risks and tomorrow’s potential hurdles.
Investing sustainablyIf you want to benefit from long-term investments that match your sustainability goals, we aim to help you make choices that will help to deliver true societal gains, alongside a good return potential.
Manager research and sourcingWe can help you optimize your investment strategy by engaging our global research network and accessing some of the world’s best investment managers and ideas.
Implementation servicesWe will gain an understanding of your goals and then work as an extension of your team. We’ll help you improve your investment governance, management and implementation. Contact us to find out more.
Alternative investmentsGaining exposure to private assets or hedge funds can diversify a portfolio’s risk and return profile, while aiming to increase its capacity to deal with market volatility. Leverage our expertise in the field to boost your access to new opportunities.
Addressing complex investment challenges
Introducing some of our team
We're here to help you achieve your investment goals
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