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: