Outsourced Chief Investment Officer (OCIO) Solutions

Crow Point Partners looks to provide true actively managed, global multi-asset portfolios designed as solutions to specific client goals and objectives.  Crow Point’s OCIO platform can act as a leverage point for independent advisors, family offices and other investment entities, turning over the day to day investment management responsibilities while maintaining control over client relationships and focusing on strategic elements of the entity’s business.

Our dynamically managed, systematic, multi asset approach balances specific client goals and objectives with market opportunities across global equities, debt and alternative investments.  Our integrated process of asset allocation, risk management and portfolio constructive provide clients with a comprehensive investment solution in a transparent and efficient separate account package.

For end clients, the Crow Point OCIO platform looks to provide:

  • Competitive returns at reasonable levels of risk
  • Income generation
  • Liquidity
  • Tax efficiency
  • Sensible fees

For our partner firms, the Crow Point OCIO platform looks to provide:

  • Operational leverage
  • Diminished compliance burden
  • Investment expertise across asset classes and styles
  • Dynamically managed asset allocation and portfolio construction
  • Robust risk management and ongoing oversight
  • Investment thought leadership through co-branded commentaries, outlooks etc.