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Outsourced Chief Investment Officer (OCIO) is like having an in-house team The OCIO solution is ideal for institutions or committees that understand their unique circumstances but lack the investment experience or time to manage their portfolio. Our experienced team of consultants understands the client’s perspective and has the research background to understand each asset class and its unique characteristics.
We manage your portfolio With OCIO, we proactively make decisions for you. That means clients don’t have to wait until the next committee meeting to make a decision. Ellwood will:
Our service is custom Clients work directly with their consulting team to design a solution tailored to their needs. We do not take a one-portfolio-fits-all approach.
Supported decisions Ellwood’s OCIO Committee supports each client’s consulting team by reviewing our OCIO client’s portfolio and trades. Plus, the committee will:
Interested in delegated consulting services for your organization? Contact Ellwood.