Outsourcing

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The Case for Outsourcing

The investment landscape is becoming increasingly global and complex, but many institutions have limited time and resources to focus on the most critical investment strategy decisions. Attracting and retaining specialized in-house investment talent is both difficult and expensive. Outsourcing can provide the effective fiduciary oversight and institutional expertise that long-term asset management demands.

The Outsourcing Landscape

Insufficient internal resources, the need for better risk management, and additional fiduciary oversight are among the reasons institutions outsource.

outsourcing-landscape
Investment Expertise

Navigating volatile markets requires ongoing oversight, asset class expertise, and a flexible investment approach. The Cerity Partners OCIO investment team travels across the globe to identify what we believe to be best-in-class investment managers for our clients. We are not afraid to invest in overlooked strategies and can accommodate differentiated views and positioning.

Service and Transparency

Our clients deserve to know how their capital is invested. We are dedicated to extensive transparency and round-the-clock accessibility. Quantitative reporting is supplemented with qualitative commentary so that our clients understand the rationale behind our decisions. True partnership is more than investment returns, so our support goes beyond the investment portfolio.

How We Partner With Clients

Our partnership with clients begins with clarity around our respective roles and responsibilities. The investment policy statement is a jointly produced document that encapsulates this working relationship and serves as a blueprint for effective OCIO governance.

Investment Policy Statement: A Blueprint for Effective OCIO Governance

A thoughtful investment policy statement should establish roles and responsibilities for the staff, investment committee, board, and OCIO. In defining these roles and responsibilities clearly, an institution can enhance the accountability of the various stakeholders and create a decision-making framework that produces desired results.

Key Responsibilities
Client
OCIO
OCIO selection & ongoing evaluation
Determine liquidity requirements
Select total portfolio benchmark
Develop long-term strategic asset allocation ranges
Draft Investment Policy Statement
Manage transition activity at portfolio & manager level
Manage asset allocation within predefined ranges
Select, monitor & terminate managers
Rebalance portfolio within investment policy parameters
Ongoing risk monitoring & management
Deliver comprehensive monthly & quarterly reporting

Read more about Cerity Partners OCIO

Learn more about our bespoke solutions, mission-aligned investing capabilities, and work with endowments and foundations.

Bespoke Solutions

Portfolio construction reflecting the return goals, risk tolerance, and unique needs of each client.

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Mission-Aligned Investing

A tailored approach to working with clients on MAI mandates.

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Case Studies

Examples of our solutions for endowments and foundations.

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Curious about learning more? Let's talk.

At Cerity Partners, we know that no two organizations are alike - understanding your unique needs and goals is the foundation of our bespoke approach.

Whether you are looking to learn more about OCIO solutions, are ready to submit RFP materials, or have a more general inquiry, we welcome the chance to connect with you.

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Kyle Adams

Senior Principal

At Cerity Partners, we know that no two organizations are alike - understanding your unique needs and goals is the foundation of our bespoke approach.

Whether you are looking to learn more about OCIO solutions, are ready to submit RFP materials, or have a more general inquiry, we welcome the chance to connect with you.

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Book your meeting

This 30-minute call with my team is designed to explore your investment goals and discuss how Cerity Partners can support your specific needs.

Looking forward to
speaking with you!

Kyle Adams

Senior Principal

Kyle Adams's headshot

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

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