Outsourced CIO
Outsourced Chief Investment Officer
Fulfill your institution’s objectives with us: your partner to safely navigate the financial risks of the contemporary world
Outsourced Chief Investment Officer (OCIO), refers to the partial or total delegation of an institution’s investment functions. Considering the greater complexity and volatility of the contemporary world and its impact on the portfolio of institutional investors, an OCIO helps in the sense of obtaining better financial results, efficiently reproducing the same experience and benefits of having a specialized in-house asset management team, with a special focus on a structural reduction in complexity and costs.
Initital Auditing
- Analysis of the current portfolio structure
- Assessment of budgetary (or other) responsibilities
- Reports to support the client’s financial department during audits
- Governance advice and fiduciary best practice.
Portfolio Structuring
- Establishment of global investment objectives, risk tolerance and liquidity needs;
- Definition of investment policy;
- Valuation of assets and liabilities;
- Support in communication with stakeholders regarding the investment approach;
- Alignment of investments with the institution’s core missions.
Design and implementation
- Implementation of the investment portfolio according to previously defined policies;
- Measurement, assessment, and management of financial and other risks
- Regular review of the investment portfolio considering established financial objectives
- Focus on structural reductions of associated costs
Monitoring, Reporting and Reassessment
- Continuous monitoring of the portfolio;
- Complete portfolio and performance reports;
- Regular review of the investment portfolio considering financial objectives established;
- Management of interactions with investment-related depositories and prime brokers.
Initial Auditing
- Analysis of the current portfolio structure;
- Assessment of budgetary (or other) responsibilities;
- Relatórios para apoiar o departamento financeiro do cliente durante as auditorias;
- Governance advice and fiduciary best practice.
Portfolio structuring
- Establishment of global investment objectives, risk tolerance and liquidity needs;
- Definition of investment policy;
- Valuation of assets and liabilities;
- Support in communication with stakeholders regarding the investment approach;
- Alignment of investments with the institution’s core missions.
Design and Implementation
- Implementation of the investment portfolio according to previously defined policies;
- Measurement, assessment, and management of financial and other risks;
- Regular review of the investment portfolio considering established financial objectives;
- Focus on structural reductions of associated costs
Monitoring, Reporting and Reassessment
- Continuous monitoring of the portfolio;
- Regular review of the investment portfolio considering established financial objectives;
- Regular review of the investment portfolio considering established financial objectives;
- Management of interactions with investment-related depositories and prime brokers.
Investment portfolio optimization
Operational optimization
OCIO’s intervention in the continuous monitoring of investment portfolios, with the technical capabilities and qualifications necessary for risk management and long-term positioning of the investment portfolio translates into a more robust and efficient modeling of the investment portfolio (structural reduction of costs, such as management, custody and transaction costs).
Having an OCIO as an investment partner allows the delegation of recurring administrative tasks from the client’s internal team, thus freeing up useful time to carry out the institution’s core activities.
Improved governance structure and inclusion of ESG themes
Transparent advisory and implementation
We suggest and moderate the discussion of other topics, namely the establishment of strategic objectives, or alignment of investments with the institution’s central missions through the inclusion of ESG themes, promoting a more solid governance structure and compliance with the long-term strategy.
Specialized and tailored advice for each institution followed by a customized implementation, attentive to detail with a transparent process, emphasizing the independence of our services and having ongoing policies of high standards aimed at improving the financial results of investment portfolios.
Rationalization of the investment portfolio
OCIO’s intervention in the continuous monitoring of investment portfolios, with the technical capabilities and qualifications necessary for risk management and long-term positioning of the investment portfolio translates into a more robust and efficient modeling of the investment portfolio (structural reduction of costs, such as management, custody and transaction costs).
Operational optimization
Having an OCIO as an investment partner allows the delegation of recurring administrative tasks to the client’s internal team, thus freeing up useful time to carry out the institution’s core activities.
omproved governance structure and inclusion of ESG themes
We suggest and moderate the discussion of other topics, namely the establishment of strategic objectives, or alignment of investments with the institution’s central missions through the inclusion of ESG themes, promoting a more solid governance structure and compliance with the long-term strategy.
Transparent advisory and implementantion
Specialized advice tailored to each institution followed by tailor-made implementation, attentive to detail with a transparent process, emphasizing the independence of our services and having ongoing demanding policies with the aim of improving the financial results of investment portfolios.
Institutional investors and corporates
Outsourced CIO: Outsourced Chief Investment Officer
Outsourced CIO: Outsourced Chief Investment Officer
Research on demand
SPO: Second Party Opinion
SPO: Second Party Opinion
FAQs
Dolat Capital’s OCIO (Outsourced Chief Investment Officer) service is a customized investment management solution for institutional investors. As a specialized investment boutique, we offer a comprehensive strategic approach, including asset allocation, careful manager selection and ongoing monitoring.
By hiring Dolat Capital’s OCIO service, our team of dedicated experts will develop a personalized investment strategy, aligned with your goals and risk tolerance. With our knowledge of markets and financial instruments, we will help you diversify your portfolio, reduce costs, and improve the performance of your investments. Track the progress of your investments through detailed reports and make informed decisions to achieve your institution’s financial objectives.
Hiring Dolat Capital’s OCIO service is easy and accessible for institutional investors in Portugal. Get in touch with our specialized team through our communication channels and schedule an initial appointment. During the meeting, we will discuss your specific needs and financial goals. Based on this information, we will develop a personalized proposal that meets your investment management needs. We will work closely with your institution to implement the defined strategy and provide ongoing monitoring to maximize the performance of your investments.
As an OCIO, Dolat Capital helps manage the risks associated with investing during different periods of the economic cycle through diversification, strategic asset allocation and structural reduction of portfolio costs. This allows us to mitigate risks and increase portfolio resilience by proposing appropriate solutions to protect our clients’ interests.
As an OCIO, Dolat Capital offers expert advice on long-term strategic asset management. However, through our approach based on the Asset Liability Management (ALM) methodology, we model assets to mitigate financial risks, such as interest rates and liquidity, which leads to efficient management of your assets.
