Our Outsourced Chief Investment Officer service is ideal for institutions or committees that understand their unique circumstances but lack the investment experience or the time to effectively manage their portfolio.  Branch Global will drive to specific, granular, actionable recommendations. This frees our clients up from having to dedicate a significant amount of time and effort coming up the learning curve, and from waiting for infrequent committee meetings to make investment decisions. 

 

With our Outsourced CIO solution, Branch Global will:

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• Make investment manager and investment style recommendations that fit within the scope of our client’s Investment Policy

• Consistently manage the portfolio back to within policy targets with proactive asset allocation rebalancing recommendations

• Investigate potential tactical asset allocation opportunities 

• Consistently review Manager performance and recommend hire or fire decisions

• Supply ongoing performance attribution to identify sources of value add

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