What can you expect from Partners Capital OCIO Services?
Partners Capital provides Outsourced Chief Investment Office (OCIO) services globally to a range of institutional and private clients. As a pioneer in the rapidly growing OCIO industry, Partners Capital continues to evolve and strengthen our offerings to provide industry leading solutions for our distinguished clients. We detail out core strengths below.
A Global Firm With Strategic Local Hubs in North America, Europe and Asia-Pacific
We believe one has to have ‘boots on the ground’ in each of the key global markets in order to identify, diligence and gain preferred access to top-tier asset managers. This localised global presence enables us to bring diversified and differentiated sources of return and reduced levels of concentration and correlation risk to our clients.
Bespoke Diversified Investment Programs
We know that a ‘one size fits all’ approach does not meet the needs of our sophisticatedand demanding clients. At Partners Capital we craft each investment program to fit our clients’ unique liquidity needs, appetite for illiquid assets, risk tolerance, time horizon and legacy investments.
A Global Network Of Handpicked Asset Management Partners
Partners Capital avoids the conflict of interest inherent in allocating clients to in-house funds. We allocate exclusively to completely independent asset managers with whom we share no economics. This helps assure we select managers exclusively on what we perceive to be their capabilities. Our reputation and ‘buying power’ enable us to gain access to leading asset managers that have limited capacity or are otherwise closed to new investors.
Disciplined Risk Measurement and Continuous Management
Constructing a resilient investment portfolio requires clear agreements around risk level and a capacity to measure and monitor risk in its various forms.
This is not a trivial undertaking. At Partners Capital we evaluate investments at the portfolio and asset manager levels with a focus on separating beta exposures (market risk) and its alpha production (returns based on manager skill) as well as the true volatility of the beta and alpha.
Dedicated Macro-Economic and Geopolitical Research
Successful global investment programs must consider the macro-economic and geopolitical forces impacting economies and markets. At Partners Capital our Central Research Team and Office of the CIO continuously track these forces via our own research, a network of leading research partners and direct dialogues with leading investment thinkers and practitioners. We regularly share these learnings to our clients in newsletters, white papers and our annual Insights publication.
Dedicated Service and a Turnkey Operating Platform
All Partners Capital clients are supported with a dedicated Client Services professional and a comprehensive platform of customised services tailored to their specific operating needs. These services can include: trading, transactional management, performance reporting, bank interface, and the management of relationships with custodians, lawyers, accountants and tax advisors.
Dedicated To Transparency and Aligned To Our Clients’ Interests
Partners Capital was designed from the outset to avoid the conflicts of interest that are endemic to the investment industry. We work to avoid in-house bank funds and aim to work almost entirely with independent owner-operated asset managers where their long-term economic interests are aligned with those of our clients.