The Rise of OCIO Services: Why Asia’s Wealthiest Families Are Delegating Investment Decisions for Long-Term Stability

Ming Yan, Managing Director and Outsourced Chief Investment Officer (OCIO), recently spoke with Tatler Asia to discuss why Asian families are increasingly turning to Cambridge Associates’ OCIO services for clarity and agility in investment decisions—preserving control while strengthening their ability to build enduring, multi-generational legacies.

Across Asia, private wealth is growing at unprecedented speed, accompanied by a multi-trillion-dollar transfer from one generation to the next. With this growth comes the complexity of safeguarding it: markets move faster, private and public opportunities demand nuanced due diligence, and implementation and administrative requirements can feel daunting.

Ming Yan opines that delegation has become a strategic way for principals to strengthen their long-term financial positions. For many families of significant wealth, the idea of delegating investment decisions is counterintuitive—risky, even. But today’s investment landscape demands a different approach—one that preserves strategic control while leveraging institutional-grade expertise for day-to-day execution.

The OCIO model (also known as discretionary model) is a strategic solution for principals and family offices seeking clarity, continuity, and long-term stability in their portfolios. The OCIO model reframes control by distinguishing what families should hold on to, and what they can confidently delegate. As Ming Yan aptly puts it, “True control lies in shaping the investment policy, risk parameters, and long-term vision, while leveraging professional expertise from firms for execution. An OCIO allows families to remain focused on their goals, and explore other priorities that are in line with their values.”

Read the full article here to discover how OCIO solutions can support your family’s long-term goals.