Our flagship investment advisory service is the role of Outsourced Chief Investment Officer (“OCIO”).
Integrated Equity’s OCIO service provides input at every stage of the investment process including: legal documentation, preparation and review of the Investment Policy Statement, asset allocation, investment portfolio construction, external investment manager selection and appointment, investment performance monitoring, and portfolio rebalancing.
The OCIO role is designed to be long-term and over-arching. We become the trusted investment advisor, providing independent input over all aspects of our clients’ investment portfolios, and interfacing with other service providers, such as lawyers, accountants and tax advisers, as required.
The OCIO service is attractive to clients because of its unique combination of: investment skill and professionalism, accountability, independence, cost effectiveness, and flexibility.