An OCIO that helps you achieve your unique set of goals
Your institution’s vision of success is unique. As your outsourced chief investment officer (OCIO), we partner with you to help achieve it. First, we seek to understand your mission and goals. Then, we create and implement an investment plan that seeks to support your spending needs and preserve your portfolio’s long-term purchasing power.
As your OCIO, it is our job – and ultimate objective – to build a portfolio to achieve your long-term goals and mission. To accomplish this, we apply our investment principles for endowments and foundations, which include an equity bias, adequate liquidity, prudent leverage, reducing the risk of permanent capital loss, and appropriate rebalancing. Comprehensive BBH OCIO solutions allow us to enhance your institution’s management and operations so you can succeed.
As an investor who has stewarded our own institution for over 200 years, our perspective can help your institution achieve its goals over long time horizons.
It is an honor to serve as OCIO for our endowment and foundation clients. By combining risk-adjusted results that enable them to further their work on important causes with support around critical strategic, operational, and fundraising issues, we go above and beyond to position them to achieve their mission and long-term success."
The BBH OCIO difference
- Investment office for hire: We are the closest firm to building out your own internal office, providing discretionary investment management, banking, lending, philanthropic advice, custody, and reporting services. We are a complete replication of the structure utilized by the largest and most successful endowments in the world. For endowments and foundations that choose not to amortize the cost of a fully built out internal team, we fill that void.
- Extension of staff: We do not replace your team – we enhance it. We operate to make it feel like we are sitting on campus or in your foundation’s offices.
- Expertise: We have been serving as an OCIO for more than 90 years. Our investment team is led by three former endowment and foundation office alumni.
1 Borrowed funds cannot be used to purchase securities in the portfolio.
This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.
Investment Advisory Products and Services:
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
