Outsourced CIO (OCIO) Services

With the growing complexity and magnitude of issues facing investment committees and boards, more institutions are seeking to outsource responsibility for some or all day-to-day decisions associated with managing their investment programs.

Verus answers this need with a comprehensive fiduciary solution that helps clients achieve a desirable balance between everyday tasks and strategic oversight.

Our approach to discretionary services is built on the same research-driven, risk-oriented process that drives our non-discretionary consulting services, a process that has been tested and refined for many decades. The difference between them is governance, and we can partner with clients along a continuum of discretionary authority ranging from a purely advisory role to a fully outsourced relationship to everything in between.

Our OCIO platform offers services tailored to client objectives and policy parameters, including:

  • Governance and investment policy design guidance and assistance
  • Strategic asset allocation and portfolio implementation
  • Ongoing portfolio positioning and rebalancing based upon market conditions
  • Complete investment manager selection and implementation
  • Comprehensive administration for prudent management of the entire investment program
  • Ongoing risk management and portfolio monitoring