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Dog in Farm

OCIO

Outsourced Chief Investment Officer

At Anson Analytics, we recognize the complexities and demands of managing endowments, foundations, and pension plans. Our Outsourced Chief Investment Officer (OCIO) services provides institutions with a dedicated, expert partner who manages investment portfolios with the same precision and care of an in-house team. By leveraging our OCIO services, you gain access to our extensive resources, advanced risk management strategies, and market insights, all tailored to your firm's specific needs. We act as your personal investment steward, ensuring your portfolio is not only aligned with your vision but also optimized for long-term success.

Join us and experience the peace of mind that comes with having a trusted OCIO stewarding your endowment, foundation or pension plan.

OCIO SOLUTIONS

Investment Policy
Asset Allocation
Investment Structure
Dynamic Rebalancing
Cash Management
Manager Selection

 

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Our Services

Wheat Crop

Strategic Advice

  • Goal Setting & monitoring

  • Asset / liability study

  • Investment policy formulation

Investment Management

  • Portfolio structure

  • Manager search & selection

  • Dynamic asset allocation

Risk Management & Monitoring

  • Multi-level risk analysis & reporting

  • Consolidated portfolio analysis & reporting

  • Stress  and scenario testing

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