Outsourced Chief Investment Officer

Outsourced Chief Investment Officer

If you are interested in placing more focus on policy and less on micromanaging each policy implementation decision, Mason’s Outsourced Chief Investment Officer, or OCIO, service may be the right choice for your organization.  In today’s investment consulting environment, the role of a chief investment officer is often outsourced to a third-party advisor like Mason.  With an OCIO your organization’s staff, committees and board can leverage the skill and expertise of an on-call investment office without the administrative burden and expense of an on-site investment staff.  Please note that with Mason’s OCIO service, we do not have the authority to change your policy, instead we focus on ensuring that it is implemented as designed.

Our process includes advice, consultation and services related to:

• Investment Policy Statements.
• Spending and distribution policies.
• Asset allocation.
• Portfolio rebalancing.
• Manager selection.
• Performance reporting and data aggregation.

Mason is a full-service investment consulting firm with broad resources and capabilities.  We have designed multiple services and service models to meet the differing needs and requirements of our institutional clients.