Outsourced Chief Investment Officer (OCIO)
Your mission is our mission.
In order to access what we believe to be world-class investment opportunities, it is critical for organizations to benefit from the relationships and scale provided by Outsourced Chief Investment Officers (OCIOs).
In our capacity as OCIO, we manage infinite-lived capital for a curated group of institutions, endowments, and foundations.
Every OCIO portfolio we manage is customized using our own global, highly personalized, multi-asset investment strategy to fit the specific needs of each partner organization.
| $1.7B | We manage approximately $1.7B* (US) for institutions, including educational institutions, cultural organizations, and health care foundations. |
*As of 09/30/24
Who We Serve
We serve those who serve something bigger.
We work in an OCIO capacity with purpose-driven institutions of all types and sizes, acting as co-fiduciary accountable for results. We advise and lead partners through the complexities of their investments and asset management to achieve their mission.
- Educational institutions and endowments
- Hospitals and healthcare organizations
- Foundations and charitable organizations
- Family offices
Our Services
We seek to provide world-class investment capabilities on your terms.
As your Outsourced Chief Investment Officer, we serve as a fully discretionary fiduciary. As such, we can assist with all facets of management. We pride ourselves on our ability to help our partners achieve a new level of investment strategy, execution, and performance.
Portfolio Strategy & Management
Your portfolio may include long-only equities, hedged equities, absolute strategies, and/or fixed-income and cash vehicles. Your Brockenbrough portfolio will be based on an asset allocation tailored to your exacting specifications.
Manager Selection & Due Diligence
Our network of relationships affords us access to what we believe are highly respected and successful investment managers. But we take nothing for granted and access is not useful without a good decision-making framework. We conduct an exhaustive due diligence process focused on both them and their processes and we adapt, learn, grow, and evolve as an organization from these processes.
Portfolio Risk Management
Where appropriate, portfolios are diversified in an effort to withstand the inevitable volatility of market cycles. We further reduce this risk by diversifying across asset classes, strategies, regions, and sectors.
Governance & Fiduciary Oversight
The Brockenbrough team supports all aspects of governance and provides fiduciary oversight, including a complete review of your investment policies, a detailed assessment of your liquidity needs, training of any new committee members, and much more.
Administration & Reporting
We continuously monitor the performance and underlying principles and/or philosophies of each investment manager and provide ongoing oversight and education.
*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Brockenbrough, will be profitable, equal any historical performance level(s), or prove successful.
News & Insights
"Our focus is on excellence and offering what we believe to be cutting edge investments. We are committed to being the best partner to our clients, understanding their organization's goals, and delivering the best possible service."
Chris Dion
Co-Chief Investment Officer, Institutional
3rd Quarter 2024 Commentary