Cambridge Associates Wins 2026 Family Wealth Report Outsourced CIO Award
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.
Partnership
A tailored portfolio, backed by global reach
Our OCIO approach starts with a clear understanding of your goals, constraints, and long-term objectives so your portfolio is aligned with the right level of risk. Your dedicated investment team brings transparency to decisions, clarity around what you own and why, and accountability for long-term results.
Backed by Cambridge Associates’ global research platform, operational infrastructure, and investment professionals around the world, we help clients access high-quality opportunities, strong manager relationships, and favorable terms and fees.
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.
Portfolio Stability
Delegate decision-making, not ownership
Many OCIO providers implement portfolios through pooled vehicles, which can limit customization and make transitions more complex. Cambridge Associates takes a different approach, building bespoke portfolios through separately managed accounts so clients retain ownership of their investments and manager relationships. That structure supports greater control and continuity over the long term.
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