Comprehensive Outsourced Chief Investment Officer Services
Decades of Experience Serving Not-for-Profit and Corporate Organizations
OCIO is Our Expertise.
Alesco Advisors has a long and proven track record of working with institutional clients. We develop and nurture deep relationships built on trust and demonstrated value. Over many years, we have honed our expertise, adapted to evolving market dynamics, and refined our approach to meet the unique needs of our OCIO clients.
Professional Investment Management
Experience the benefits of our investment management approach through our OCIO services. We embrace the responsibility of overseeing the entire investment process, from asset allocation to portfolio construction and ongoing monitoring.
Delegated Decision-Making
Delegate investment decision-making to our expert team. Alesco accepts our fiduciary duty, in writing. We will make timely investment decisions on your behalf, ensuring your portfolio is aligned with your objectives and responsive to market changes when appropriate.
Robust Educational Resources
Stay informed and empowered with our educational resources designed for OCIO clients. In addition to macro-economic trends and investment insights, we provide specialized guidance for not-for-profit organizations. From crafting spending policies to optimizing board makeup, we equip clients with the knowledge to navigate financial complexities effectively.
Risk Management
We employ sophisticated risk management tools and techniques to mitigate, control and monitor investment and market risks.
Customized Reporting
Our comprehensive reporting provides transparency on portfolio performance, risk exposures, and other essential metrics, empowering you with the information you need to make informed decisions and fulfill your responsabilities.
Cost Efficiency
By leveraging economies of scale and accessing a wide range of investment options, our team at Alesco can often achieve cost savings for our clients. Additionally, outsourcing investment management functions allows you to focus on your institution's core missions while alleviating demands on internal staffing and operational expenses.
Streamlined Operations
Our OCIO services streamline the investment process by consolidating investment activities and administrative tasks. This allows you to focus on strategic decision-making and overall portfolio objectives, while we handle your operational complexities.
Ready to Take the Next Steps?
To get started, simply complete our online form. Our team will reach out promptly to discuss your organization's unique needs.