Outsourced chief investment officer services

In today’s complex investment landscape, organizations need sophisticated investment oversight without the burden of building an internal team. As part of our institutional services, Henderson Rowe’s Outsourced Chief Investment Officer (OCIO) solution provides comprehensive investment management and strategic guidance for independent advisers, family offices, and small institutional clients.

Strategic investment partnership

Our OCIO service extends beyond traditional investment management. We become an extension of your team, providing institutional-quality expertise and resources that enhance your investment capabilities and governance framework.

The power of institutional expertise

Through our partnership with Rayliant Global Advisors, your organization gains access to:

  • Advanced quantitative research capabilities
  • Sophisticated portfolio management tools
  • Global market insights
  • Institutional-grade risk management systems

Comprehensive OCIO solutions

We understand that each organization has unique investment needs and objectives. Our OCIO service provides a tailored solution that aligns with your specific requirements while maintaining institutional-quality oversight.

Investment strategy and execution

Our team delivers comprehensive investment management support:

Service Component What We Deliver Your Benefit
Strategy Development Custom Investment Framework Aligned Objectives
Portfolio Construction Sophisticated Implementation Optimal Positioning
Risk Management Continuous Monitoring Protected Interests
Performance Analysis Regular Attribution Clear Insights

Enhanced investment capabilities

Moving beyond traditional outsourcing, our OCIO solution provides access to institutional-quality resources typically reserved for large institutions.

Quantitative advantage

Our sophisticated research platform analyzes over 80,000 stocks across 35 years of market data, enabling:

  • Data-driven investment decisions
  • Advanced risk management
  • Systematic strategy implementation
  • Continuous market monitoring

Governance and oversight

Strong governance is essential for long-term success. We provide:

A robust investment framework that includes:

  • Investment policy development
  • Regular strategy reviews
  • Risk monitoring protocols
  • Performance attribution

Customized reporting solutions

Transparent communication is fundamental to our OCIO service. Our institutional-grade reporting provides clear insights into your portfolio’s performance and positioning.

Comprehensive analytics

Our sophisticated reporting platform delivers:

Report Type Frequency Key Insights
Performance Monthly Return Attribution
Risk Analysis Weekly Exposure Metrics
Strategy Review Quarterly Positioning Updates
Governance Annual Framework Assessment

Technology-enhanced solutions

Through our investment management platform, we provide:

Advanced portfolio management

Our institutional-quality technology enables:

  • Real-time portfolio monitoring
  • Sophisticated risk analytics
  • Custom constraint management
  • Automated compliance checking

Process automation

We leverage technology to enhance efficiency while maintaining oversight:

  • Systematic rebalancing
  • Automated risk monitoring
  • Streamlined reporting
  • Integrated compliance checks

Ready to learn more?

Explore how our OCIO solution can enhance your organization’s investment capabilities:

Take the next step in elevating your investment management capabilities with Henderson Rowe’s institutional-quality OCIO solution.

Contact Us

If you have any questions please contact us.

                   

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    Our data-driven approach, combined with the knowledge and skills of our managers, allows us to navigate the market with precision and agility. This is summarised best by our '3 Ps', the principles we work upon:

    Precision

    Precision

    Invest directly. Prioritise research. Build technology. We prioritise targeted investments, using AI* to find the best ideas from around the world.

    Protection

    Protection

    Be dynamic. Be agile. Be proactive. In markets, there’s a time to make money and a time to not lose money. We proactively take risk off the table when we believe it is necessary, helping clients sleep better at night.

    Personal

    Personal

    Combine computer power with human intuition. We aim to hire the best talent to devise creative solutions and deliver them with full transparency.

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    If you’d like to learn more about our services — or if you’d like to hear our current views on the investing environment — fill out the form below to schedule a time to speak with a qualified representative.