Outsourced Chief Investment Office (OCIO)
With the growing complexity of the global markets, more endowments, foundations and families are partnering with trusted resources like J.P. Morgan to help pursue their objectives. Gaining access to a team with experience and sophisticated tools allows you to focus on the things that matter most.
Our clients are our partners
For generations, J.P. Morgan has helped some of the world’s most successful families and nonprofit organizations preserve and grow their assets. Either as your dedicated investment team, or as an extension of your internal investment resources, we partner with you on on all your financial and investment needs.
Partnership is what drives success
As your OCIO, we will provide consultative and customized advice with your specific goals and mission in mind. By gaining a deep understanding of your needs, we can also deliver the resources to help address your operational and administrative challenges.
- Objective advice on your long-term investment policy
- Best practices in developing your investment policy statement
- Metrics and studies on asset allocation and risk
- Deep market insights such as J.P. Morgan’s Long-Term Capital Market Assumptions
- Multi-asset and single-sleeve mandates tailored to your investment objectives
- Managing around existing concentrations
- Customization to investment preferences
- Helping align your portfolio to your values or mission
- Dedicated CIO and due diligence resources
- Dedicated Administrative and Operations Team
- Access to proprietary research, including peer benchmarking
- Performance reporting, including custom risk and sustainable investing analytics
- Access to family office, philanthropy and wealth advisory resources
Are you interested in accessing the experience and innovation of our Outsourced Chief Investment Office team?
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 for you on demand. But you don’t give up control. You choose the level of support you need—from a customized approach to full service.
Experience holistic guidance and insightful thought leadership
Whether you’re searching for a partnership or looking to create a private foundation, our thought leadership guides and insights are available to you, to leverage for your organization’s mission.
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* as of October 2023
