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Outsourced Chief Investment Officer

A trusted partner, flexible approach, and unbundled pricing that aligns with your best interests 

Delegate your investment management to simplify and strengthen your governance and achieve your objectives 

With over
$30 billion

in assets under advisement, organizations trust us as their Outsourced Chief Investment Officer Source

Professional oversight and objective investment management of your assets through a third-party investment platform

 

We are objective and fee transparent in our OCIO approach using an open architecture platform and all third-party investment managers

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We scrutinize the universe of potential investment products to identify best-of-breed investment managers and then consider their role in your portfolio to develop an asset mix that addresses your specific investment goals and challenges. This worry-free approach emphasizes:

  • No proprietary funds 

  • Objective and independent advice 

  • Scale savings to lower management fees 

  • Strong governance and compliance 

A flexible approach to suit your needs

We can manage all aspects of manager selection, rebalancing, portfolio monitoring and performance reporting – all on your terms. Our diverse team of experts will design a program that works for you based on the level of discretion you are comfortable delegating. 

Keep the control you want – delegate the rest 

Support with Defined Contribution OCIO 
 

Leverage the scale of all your plan assets in a single OCIO solution. With the benefit of our state-of-the-art record-keeping system Ariel TM, where we provide a fully integrated OCIO solution for DC plans and Group Retirement Programs in a one-stop solution – with a single point of contact. 

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Named Fastest Growing Money Manager by  Benefits Canada.   

Winner in the $1 billion to $10 billion category, based on Benefits Canada’s Top Money Managers report for 2020.  The award recognizes money managers that saw the biggest percentage growth in their assets under management.

Reduce administration and focus your governance  
 

As your OCIO, we are an extension of your staff by taking on the administrative headaches of managing your portfolio, saving you costs, enhancing your governance and easing your fiduciary responsibilities.  

Improving lives. Improving business.

Get Started Today