Outsourced Chief Investment Officer Solutions for Non-Profits

This document is a guide detailing the Outsourced Chief Investment Officer (OCIO) platform designed specifically for non-profit organizations. It outlines the services provided to assist these organizations in meeting their financial obligations efficiently. The guide describes the role of a co-fiduciary partner in managing assets and emphasizes the strategic advice offered in governance, investment policies, and risk management. It highlights the customizable investment strategies available through an open architecture platform, including access to traditional and alternative asset classes. The document also explains the investment program management services, such as manager selection, portfolio construction, and real-time risk management. Additionally, it mentions the reporting services provided to clients, including custom reporting and audit assistance. The guide concludes with a brief overview of the organization's recognition in the industry for its OCIO services and its commitment to responsible investing.