What is an Outsourced Chief Investment Officer (OCIO)?
An Outsourced Chief Investment Officer (OCIO) is an external firm or individual hired to manage the investment strategy and portfolio decisions for a family office. This model provides institutional-level expertise without the overhead of an in-house CIO.
Why Family Offices Use an OCIO
Family offices without internal investment teams may opt for an OCIO to access specialised expertise. Benefits include:
- Cost Efficiency: Eliminates the need for a full-time, in-house investment team.
- Access to Institutional Strategies: Leverages sophisticated investment techniques and global opportunities.
- Risk Management: Implements structured risk controls and reporting.
Further Reading & Resources
- Investment Strategies for Family Offices – Exploring OCIO vs. in-house management.