Investment Approach

Outsourced Chief Investment Office

Q: What is an Outsourced Chief Investment Office?

An Outsourced Chief Investment Office (OCIO) is a professional service that manages investment portfolios on behalf of organizations or families, providing expertise in strategy, asset allocation, and risk management. By partnering with an OCIO, clients gain access to institutional-quality resources and dedicated specialists to help achieve their long-term financial objectives.

Q: Why do institutional clients outsource?

Many clients choose to outsource investment management to benefit from stronger risk management, access specialized expertise not available internally, and gain enhanced fiduciary investment services. Outsourcing also enables quicker implementation of investment strategies, helping clients respond efficiently to market opportunities.

Q: How does J.P. Morgan approach investment strategy and asset allocation?

We deliver a consultative, customized, and full-service experience, with innovation at the heart of our value proposition. Our team provides clients access to differentiated sources of alpha, utilizes proprietary portfolio diagnostics for tailored portfolio solutions, and offers unique insights across a broad range of topics.

J.P. Morgan’s team delivers customized multi-asset investment strategies for Family Offices, Endowments, Foundations, and Multigenerational Families. Acting as an extension of your organization, our team offers flexible engagement—serving as a dedicated Outsourced Chief Investment Officer (OCIO) or as a strategic partner to in-house investment teams.

We provide objective advice, design bespoke portfolios, and offer tailored mandates to meet your unique goals, risk profiles, and liquidity needs. Our comprehensive support helps clients navigate complex investment decisions, optimize asset allocation, manage risk, and select leading investment managers to achieve long-term success in a dynamic investment landscape.

Contact your J.P. Morgan Team

We deliver personalized strategies and professional guidance to help you achieve your long-term goals.

Consultative

We offer objective advice on long-term investment policy, best practices for your investment policy statement, asset allocation and risk metrics, plus deep market insights like J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions.

Customized

We tailor multi-asset and single-sleeve mandates to your investment objectives, manage around existing concentrations, customize to your preferences, and help align your portfolio with your values or mission.

Full Service

You benefit from a dedicated Chief Investment Officer (CIO) and operations team, proprietary research with peer benchmarking, custom performance and risk reporting, and access to family office, philanthropy, and wealth advisory resources.

What sets us apart*

80% of family offices use external advisors to support investment activities

80%

56% of U.S. family offices report the principal makes the investment decisions

56%

46% of endowments have outsourced portfolio management

46%

Source: Institutional Investment Solutions as of March 2026.

Experience holistic guidance and insightful thought leadership

With decades of experience in long-term investing and institutional investment management, we offer valuable insights on investment strategy, governance and philanthropy for you to leverage.

We partner with you on your financial and investment needs.

Endowments and Foundations

Entities established to support the overall missions and financial health of nonprofit organizations.

Large Families

Families who function like institutions or are managed by a family office.

The commitment of a specialized team. The resources of a global leader.

Our dedicated and seasoned professionals have the flexibility, experience and perspective to deliver institutional investment solutions for you on demand.