OCIO (Outsourced Chief Investment Officer)
Since our inception in 1990, XPYRIA has been a pioneer in what today has become known as OCIO services.
Our clients hire us as a third-party discretionary consultant to manage their investment portfolios.
Our role is to optimize performance within the mutually established guidelines, which include: investment strategy, portfolio construction, risk management, investment manager hiring and firing, and re-balancing.
As a fiduciary, we are required to only act in our clients’ best interest.
We are completely independent in our role and do not profit in any way from any third party source.
The only fees we accept are paid directly to us by our clients.
Just as each client is unique, so is the appropriate combination of OCIO services needed to meet your goals.
Your OCIO solution may include:
- Asset Allocation Analysis
- Diversification Analysis
- Asset/Liability Matching
- Liability Driven Investing
- Cash Flow Analysis
- Investment Manager Selection and Oversight
- Investment Policy Development
- Fiduciary Support on Plan Governance and Compliance
- Performance Reporting
- Cost Control
- Active Management
- Passive and Enhanced Index Solutions
- Strategic Management
- Tactical Management