Outsourced Chief
Investment Officer
(OCIO)
Tap Into Our Investment Expertise
Our Outsourced Chief Investment Officer (OCIO) solution allows you to connect with the Ategenos investment team to collaborate on discretionary and non-discretionary investment services for RIAs, Asset Managers, Family Offices, and more. Meet with our investment team to see how we can combine your advice with our experience.
Our Solution
The Ategenos OCIO solution can be customized to suit your needs. We are able to provide a fully outsourced service, or you can select from our competencies, a la carte. This may include, but is not limited to, asset allocation guidance, manager research and due diligence support, multi-asset class portfolio construction, and participation on investment committees.
Asset Allocation
The Ategenos investment team has decades of experience designing multi-asset class portfolios. One of the team’s capabilities that can be accessed as part of our OCIO solution is asset allocation guidance. We can help identify opportunities to over- or under-weight certain asset classes or investment styles as well as opportunities to periodically reallocate portfolios to align with changing market environments.
Market Outlook and Communication
Proactive communication is a core component of the Ategenos investment strategy and our commitment to a service-oriented partnership. As part of our OCIO solution, clients receive economic and asset class reviews and outlooks, timely commentary on relevant market events, and advisor-facing marketing materials.
OCIO
Investment Solutions
As part of our OCIO solution, Ategenos will build portfolios according to your needs. These portfolios can be white-labeled and may be risk-based, target income, goals-based, or asset class-specific. Portfolios can be built with SMAs, ETFs, mutual funds, and/or alternative investments, and we have the expertise to build portfolios to be tax-aware or values-oriented.
Research and Manager Selection
Our OCIO solution can function in a due diligence capacity. We will perform searches for investment strategies to fit within a specific portfolio or as part of a platform. Our research activities can include on-site manager due diligence and will offer comprehensive due diligence reporting. Our investment team can also provide ongoing monitoring for investment strategies.
