Defining the OCIO Benefit: What Value Can It Provide to Plan Sponsors?
Cambridge Associates
Finding the Right Partner to Manage Your Success
Outsourced Chief Investment Officer (OCIO) Services
For five decades, Cambridge Associates has partnered with sophisticated investors to help build durable investment programs. That experience informs an OCIO approach grounded in disciplined portfolio construction, high-quality manager access, and implementation aligned with each client’s objectives.
Why Cambridge Associates?
OCIO built with purpose
In a complex investment environment, making timely portfolio decisions can place meaningful demands on internal teams and governance structures.
Our OCIO approach is designed to help address that complexity through delegated implementation, while keeping the focus on the drivers we believe matter most to long-term success: a portfolio aligned with your goals, access to high-quality global managers, and a disciplined focus on long-term portfolio resilience.
OCIO Case Studies
Why 4 Investment Committee Chairs Opted for OCIO
We sat down with investment committee chairs from four institutions with assets ranging from $200 million to $850 million to understand why they chose to delegate decision-making on their investment portfolios. Find out what these four non-profits had to say about the process they went through and what they learned from their experiences.
Partnership
A tailored portfolio, backed by global reach
Our OCIO approach starts with a close understanding of your goals, constraints, and long-term objectives so your portfolio is aligned to the right level of risk. Your dedicated investment team provides transparency into decisions, clarity around what you own and why, and accountability for long-term results.
That work is backed by Cambridge Associates’ global research platform, integrated operational infrastructure, and investment professionals around the world—capabilities that help us access high-quality opportunities, maintain strong manager relationships, and seek favorable terms and fees for clients.
Portfolio Stability
Delegate decision-making, not ownership
Many OCIOs implement portfolios in multi-client pooling products. This limits their ability to customize and requires their clients to liquidate their holdings if they change investment partners.
We do it a different way. At Cambridge Associates, we build bespoke portfolios as separately managed accounts. That means that you own the investments and the relationships with the managers in which you invest.
By directly owning your investments, you’ll maintain more control over your portfolio for the long term.
For information regarding which Cambridge Associates offices are authorized to provide OCIO services, please click here.
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