WHAT WE DO
Outsourced Chief Investment Officer (OCIO) Services
A structured approach to investment strategy, oversight and governance for families, founders and institutions.
Capital does not manage itself.
Asset allocation, liquidity, investment risk and long-term objectives must be considered together.
Greenthos provides a structured approach to investment strategy and ongoing portfolio oversight, helping clients understand how their capital is positioned, what risks it carries and whether it remains aligned with their objectives.
Our OCIO services
Investment policy and asset allocation
We assess your circumstances, objectives and investment requirements to establish an appropriate investment framework and guide asset allocation.
Portfolio oversight
We assess investment selection, portfolio positioning and the allocation of capital across asset classes, helping ensure investment decisions remain consistent with the agreed strategy.
Performance, risk and reporting
We support ongoing portfolio monitoring and review, considering performance, risk, liquidity and alignment with investment objectives.
Our OCIO process
A practical and collaborative approach, tailored to each client's circumstances.
Assessment
Understand your financial circumstances, investment objectives, existing portfolio and current arrangements.
Strategy and policy
Develop an investment strategy and Investment Policy Statement that reflect your objectives, liquidity requirements, time horizon and capacity to bear risk.
Implementation and oversight
Support the implementation of the agreed strategy and provide oversight of portfolio positioning and investment decisions, within the scope of the engagement.
Ongoing management
Monitor performance, review risk and liquidity, and assess whether the investment strategy continues to serve your objectives as circumstances evolve.
Who we work with
Our OCIO services are designed for:
Families and private wealth holders
Managing investment portfolios across different asset classes, family members and long-term objectives.
Trusts and fiduciary structures
Requiring an investment strategy that reflects the purpose of the structure, its beneficiaries, obligations and investment horizon.
Founders and business owners
Allocating capital between operating businesses, other investments, liquidity needs and long-term wealth objectives.
Endowments and institutions
Seeking to align investment decisions with their mandates, future commitments and long-term objectives.
Investment holding companies and family investment vehicles
Needing a coherent approach to portfolio construction, capital allocation and ongoing investment oversight.
A considered approach to investment decisions
Investment decisions should not be made in isolation. They should reflect what the capital is intended to achieve, the risks the owner can reasonably bear, the obligations that must be met and the role each investment plays within the wider portfolio.
Greenthos brings this broader perspective to investment strategy and oversight, helping clients connect their objectives to the decisions made about their capital over time.
Let's discuss your investment oversight needs.
We would be delighted to learn more about your circumstances and explore how our OCIO services may support your investment objectives.