Outsourced Chief Investment Officer (OCIO) Solutions

OVERVIEW

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.
CASE STUDIES

Case Study 1


Description

Boston law firm sought an OCIO provider for its affiliated asset management arm

CPP OCIO Solution

Crow Point Partners provides risk targeted multi asset solutions for both taxable as well as tax-exempt clients



Case Study 2


Description

Independent broker dealer hires CPP to act as multi-alternatives provider to middle market, separately managed account platform

CPP OCIO Solution

Crow Point Partners alternatives strategy acts as complement to internally run traditional asset allocation



Case Study 3


Description

Crow Point Partners hired by retirement plan advisor to create and manage custom, multi asset class, target date funds

CPP OCIO Solution

Crow Point Partners target date utilized by defined benefit plans, defined contribution plans and employee profit sharing plans

CONTACT INFORMATION

Request Information