Discretionary OCIO services
Outsourcing your investment program can be transformative
As an Outsourced Chief Investment Officer (OCIO), Highland's experienced team provides guidance to help clients pursue their investment objectives. This increased oversight of an investment plan can result in improvements across the board.
Benefits of an OCIO relationship with Highland
- Customized solutions to help generate consistent long-term returns.
- Faster decisions and implementation.
- Proactive risk management.
- Increased fiduciary oversight.
- Cost savings due to pooled investing.
In addition, delegating duties to your OCIO team frees up resources that can be directed toward other essential operations.
Services tailored to fit your organization's needs
Our client service model is flexible, adapting to fit your internal structure. We can serve as a stand-alone unit, reporting to a treasurer or Chief Financial Officer (CFO), or as an extension of in-house staff.
Knowledge and experience at your service
Our team-based approach offers the true experience of having Highland as an extension of staff. With your OCIO team, you’ll have easy access to the professionals you need:
- Lead investment advisor: main point of contact for the strategic oversight of the portfolio and directs the team.
- Access to investment decision makers: ultimate oversight for investment decisions and portfolio strategy is determined by the Highland Investment Working Group.
- Analyst: assists in day-to-day operations.
- Team members: comprised of accounting and investment professionals, specializing in asset and liability analytics, performance reporting, accounting support, and custodial relations.
Our Blueprint menu of services
We can work with you to determine the structure and deliverables that are the right fit for your program.
Strategic consulting
To help clients manage risk while building portfolios, we tie asset allocations to specific objectives.
Team-driven support
Clients enjoy a dedicated team, offering multiple points of contact & matching expertise to needs.
Fiduciary education
Custom sessions, publications & forums support clients' informed decision making.
Research
Original research & networks inform our views on risk & return across asset classes & geographies.
Shared fiduciary responsibility
As a fiduciary, we act in the best interest of our clients. When our clients succeed, we succeed.
Spending & liabilities analysis
Our asset allocation model matches assets to a liability stream & helps inform the portfolio objective.
Investment policy statement development
We build this overarching framework by identifying a client’s return objective and risk tolerance.
Portfolio strategy
The building blocks of our portfolio strategy consist of strategic, structural and tactical components.
Manager selection
We can advise on a robust due diligence process evaluating managers on their philosophy, process and people.
Trading
Portfolios are reviewed at least monthly to monitor target allocations relative to current allocations.
Reporting
Regular reports track relative performance — benchmarks and peer groups, fees, attribution and risk/return.
Operational support
We enable nonprofit staff to focus on mission goals by assuming responsibility for a wide variety of operational tasks.
Get the latest in our research & market commentary
Research is the foundation of our work at Highland Associates. Our customized investment management programs are informed by a hypersensitivity to financial market dynamics and a commitment to due diligence. Our knowledge spans capital markets, traditional investments and alternative strategies.
Weekly market commentary
Weekly Market Commentary
Every week, our leadership group provides their latest market insights to help our clients make informed decisions with their assets.
asset allocation
Madness
April has borrowed more than a little of March’s madness. Highland outlines the risks and potential opportunities that may emerge as markets navigate an increasingly complex and uncertain landscape.
Healthcare
Strategic investing in healthcare innovation
Healthcare innovation investing can potentially lead to efficiencies and new revenue streams. The challenge lies in building governance structures that endure through leadership changes and market cycles.