Outsourced CIO
As an extension of our IAM platform, we help connect clients to Outsourced Chief Investment Officers (OCIOs) of their choice. OCIOs are increasingly sought by institutional investors to take on responsibilities, thus freeing their employers to focus on strategic decisions and scale their operations without being encumbered by day-to-day tasks.
In addition, access to OCIOs at scale are also instrumental in lowering transaction costs and increasing potential savings.
Why Connect to OCIOs through Viceroy?
Our Investment Management Process
To help pursue your financial goals, we employ a disciplined investment management
- Establish portfolio objectives and risk parameters
- Conduct cash flow analysis
- Develop investment policy statement
- Design strategic and tactical assest allocation models
- Conduct rigorous due diligence using industry analytics
- Assess macro-and microeconomic trends and outlook for global capital markets
- Construct investment portfolios
- Monitor and measure portfolio performance and attribution
- Evaluate progress of portfolios and recommend adjustments in accordance with IPS
OCIO Structure
OCIO vs Traditional Asset Management
(MOM & FOF)
OCIOs differ from Traditional Asset Management in two distinct ways.
One: OCIOs take responsibility for the entire institutional investment cycle, including:
- Strategic, tactical and dynamic asset allocation
- Manager selection
- Portfolio building
- Risk management
- Investment implementation
- Post-investment operations
- Portfolio management
- Performance reporting
Two: OCIOs take full discretion. With consultant, the investor or client retains discretion on both the strategy and implementation. OCIOs take full discretion over the implementation – their duties as described in the first distinction above.