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When you partner with Wespath Institutional Investments (WII), you can expect returns on your investments in ways that truly matter.


An Outsourced Chief Investment Officer, or “OCIO,” is a service provider that performs investment management-related functions on behalf of its clients.

As your OCIO provider, WII is an extension of your business. We take on the rigors of investment management while always striving to maintain your core values, advance your financial goals, and act as a partner in asset growth. Your investment objectives and goals are supported by the WII investment team, a group of seasoned professionals with extensive investment experience. Additionally, WII clients have online account access for streamlined account administration and daily liquidity.

diagram explaining OCIO services

As your OCIO provider, we have you covered with the following services:

  • Fiduciary partnership
  • Fund construction
  • Risk management and mitigation
  • Investment manager research and selection
  • ESG integration
  • Custodial services
  • Custom client asset allocation(s)
  • Investment Policy Statement (IPS) development and review
  • Ongoing portfolio and performance review
  • Best-in-class research and thought leadership

 

We recognize that educating our clients’ stakeholders is an important way to grow our clients’ assets. With WII as your OCIO, you have WII staff dedicated to helping you to communicate with your clients, Board, Investment Committee, staff and experts about WII’s investment initiatives.

WII has also made an optional subaccounting service offering available to investors through Stellar Technology Solutions, LLC (Stellar)—the leading provider of accounting administrative services for faith-based and other philanthropic organizations. Subaccounting seeks to help institutional investors with multiple underlying investment accounts more efficiently manage their underlying investments. Learn more.

Why an OCIO?

In a traditional investment model that does not utilize an OCIO, organizations are responsible for all investment management-related functions, often performing them “in-house.” By contrast, in an OCIO model, a third-party provider takes on many of the routine investment decision-making responsibilities typically handled by their investment committees.

Organizations often choose the OCIO model to help cut costs, improve their investment program’s oversight and governance, benefit from their provider’s scale, and free up capacity to be redeployed in other areas of their business.

More investment committees have come to understand that having an investment partner can increase the effectiveness of their investment programs.

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OCIO 101: Why Organizations Are Outsourcing Their Investment Operations

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