OCIO Solutions
You need a financial partner with a holistic understanding of your investment portfolio and organization.
As your discretionary outsourced chief investment officer (OCIO), RiskBridge supports your institution’s mission and helps you meet your fiduciary duty by preserving and growing your long-term purchasing power. We offer unconflicted advice that considers your investments as an interconnected and vital element of your organization’s success.
Explore RiskBridge solutions and content, contact our client service associates, or request a free risk assessment to learn more.
Faster Execution
Our ability to use discretion while serving as your fiduciary agent allows us to act quickly on asset allocation and manager changes.
We stress a risk-aware investment approach that is opportunistic and nimble. Clients gain access to hard-to-source opportunities across both public and private markets to help achieve their long-term objectives.
Risk-Aware Portfolio Construction
RiskBridge specializes in navigating risk to compound wealth over time. Our investment process aims to compound wealth more quickly by actively managing drawdown risk.
We build high-conviction, risk-aware portfolios aimed at generating consistent returns at or slightly above the benchmark (although we’ll accept more) during good markets while generating returns far above the benchmark during market drawdowns.
Rigorous Manager Selection
RiskBridge favors active management strategies that meet our rigorous research and due diligence standards. We are not incentivized to approve any specific managers, allowing us to focus on finding the best strategies for our clients.
RiskBridge’s proprietary research covers macro as well as private and public investments and drives our disciplined, repeatable portfolio construction process. In addition to our private and public investment specialization, we offer direct indexing, passive strategies, option overlay solutions, and systematic tax loss harvesting (taxable accounts only).
Board Education and Training
Education and training are vital to any board’s development and fiduciary responsibility.
Whether board members seek a deeper understanding of asset allocation principles or how to leverage investment governance as a tool for strategic growth, RiskBridge’s board training offerings can help you achieve your mission.
Insights
- CIO Insight
- Risk Report
- CIO Insight
