Outsourced Chief Investment Officer (OCIO) Platform

An Outsourced Chief Investment Officer (OCIO) is a delegated investment partner that helps institutions manage their investment program with greater discipline, accountability and execution capacity.

While the client retains fiduciary responsibility and oversight, the OCIO assumes defined responsibilities across portfolio strategy, implementation, manager selection, risk management, liquidity planning, reporting and ongoing monitoring. It gives clients access to an institutional investment office model without the need to build those capabilities in-house.

Our approach starts with the client’s objectives. We assess the purpose of the capital, governance capacity, risk tolerance, liquidity needs and preferred level of delegation, then design an investment program that aligns strategy, implementation, reporting and oversight.

CIBC Global Asset Management brings together asset-owner discipline, total portfolio construction, open-architecture implementation and the broader capabilities of the CIBC enterprise to support clients from strategic advice to fully delegated solutions, with a focus on outcomes.

We begin by defining what the capital needs to achieve, whether that's pension stability, dependable spending, capital preservation or long-term wealth and community priorities. Those goals are then translated into an Investment Policy Statement, asset allocation, risk framework, liquidity plan and implementation roadmap, built around the client's needs rather than a standard model portfolio. Regular reviews ensure the program continues to reflect changing markets, obligations, governance and stakeholder expectations.

Our OCIO model is designed to strengthen governance, not replace it.

Our model strengthens governance by preserving client fiduciary oversight and key policy decisions while CIBC Global Asset Management operates within a clearly defined mandate that includes defined decision rights, investment guidelines, risk limits, reporting standards and escalation protocols.

We support boards, committees and management teams by translating complexity into informed recommendations and transparent reporting on performance, attribution, risk, liquidity, policy compliance and progress toward objectives. The result is stronger accountability, better-informed decisions and greater confidence in delegating day-to-day execution.