GoOCIO
Pursuit of Investment Excellence
The Most Customizable Provider of Outsourced Chief Investment Office Services for Foundations and Endowments
We Are
GoOCIO
Brought to you by a team of CIOs and CFOs with over 400+ years of combined experience working within some of the largest foundations, endowments, pension funds, central banks and sovereign funds and who understands the organizational and political complexities that our customers and their boards and leadership have to deal with.
We are the most customizable provider of outsourced chief investment office (OCIO) services for foundations, pensions and endowments, with a special focus on public, sovereign, non-profit and government owned organizations, focused on being the cheapest in our class, while also delivering incredible value to our customers, as we understand that our customers are relying on our services to grow their assets within their endowments and foundations, to be able to serve the needs of their constituents, and in many cases can not afford the high fees charged by most of our competitors and the complex byzantine pricing structures or the low quality of service and results that many of our competitors are plagued with.
We also understand that our customers are in most cases not for-profit corporations, and are guided by strong ethics, stakeholders that demand an extremely high attention to ESG and other sensitivities and special considerations, and require their provider to be highly aware and to be highly sensitive of the political and the societal considerations involved in handling capital for endowments, foundations, non profits and government connected agencies.
SixLines™
Risk Management
We use a proprietary SixLines™ of defense risk assessment model which is a paradigm shift in the way risk is managed.
Asset managers face a unique mix of risk challenges, including third-party risk, regulatory creep, risk identification and investment compliance and political exposure, among a number of other risks. We bring years of experience in establishing best-in-its class solutions to address these risks using the six lines of defense governance framework.
First promulgated in the Institute of Internal Auditor’s 2013 position paper The Three Lines of Defense in Effective Risk Management and Control as a three lines of defense model, we have expanded the three lines of defense Risk Management theses into a best-in-class six lines of defense model delineating an organization’s risk governance infrastructure into six divisions.
Most organizations today still operate under a three lines of defense model, and some do not implement any defensive Risk Management positions. Neither is acceptable under the threats posed under the new global threat conditions.
$6.5 Billion
AUM Under
Management &
Advisement by
Our Group of
Companies
412
ESG, Social,
Environmental,
Good
Governance
Projects
Supported
12,561
Minority,
Disability, Union
& Veteran Jobs
& Investment
Opportunities
Created
329
Best
Performance
Awards Received
& Celebrity
Partnerships
& Collaboration
Projects
Deep Understanding
We have spent many years researching the needs of foundations, endowments, pension funds, sovereigns and other non profit and public entities, while leading and working for some of the largest and most complex organizations in the business, and bring an extremely deep understanding of your organizations needs.
Supporting Leadership & Boards
We believe that our client leadership and board members are our priority, and helping them to grow in their knowledge and access is the way to help our client non profits, foundations and endowments to deliver above average results. We offer access to global events and travel and learn opportunities, the ability to meet and to pick the minds of some of the biggest celebrities, investors, fund managers, entrepreneurs & leaders while helping to bring all of those resources, knowledge, access and connections back into their communities and organizations to deliver above average value.
Ultra Low Risk Approach & Patient Long Compound Goal Orientation
By being experts in global markets across a number of different industries, we look for opportunities that are ultra low risk, but that still deliver significantly above market returns. We look globally and locally, across all industries, while sticking to our ESG centric, low risk and scandal avoidance strategy, and strive strive to deliver Above Average Return Focus, Core & Alternatives
Stakeholder Relations & Celebrity Partnership Endorsements
We understand that foundations, endowments and non-profits depend on their fund raising and unions and other semi political organizations need the support of their members, communities and political leaders to function well and to deliver results. We believe that celebrity partnerships and endorsements are one of the best ways to deliver results
Social ESG & Environmental, Scandal Avoidance Communnal Consensus
We believe that our client leadership and board members are our priority, and helping them to grow in their knowledge and access is the way to help our client non profits, foundations and endowments to deliver above average results. We offer access to global events and travel and learn opportunities, the ability to meet and to pick the minds of some of the biggest celebrities, investors, fund managers, entrepreneurs & leaders while helping to bring all of those resources, knowledge, access and connections back into their communities and organizations to deliver above average value.
Real Time Liquid & Less Liquid Asset Monitoring
We deliver powerful technological solutions and data for our experts to be able to monitor your liquid and less liquid alternative positions daily. We believe that AI and a deep level of daily due diligence on thousands of different success markers can help prevent loss and can help to adjust positions both across Core and across alternative and less liquid assets.
Real Time Organizational Intelligence & Interconnected Solutions
We understand that each organization also has significant other business needs across a dozen+ other departments besides its asset management and we provide highly integrated solutions able to solve numerous other problems and to create highly interconnected and integrated environments, to deliver better results by getting all of the stakeholders across the entire organization involved in better connectivity and solution driven approach across the entire organization.
READY TO TALK ?
Get In Touch
We are only one presentation away. Please contact us to discuss various opportunities and becoming a partner, a client or to see how we can be of help. We are here to teach, to guide and to help our clients grow, but we are also a great resource for everyone, even those organizations for whom our products and services might not be the best fit. We will take the time to learn more about your needs, to explore your problems with you, and to help direct you in the right direction, whether with us, hiring staff internally or even with our competitors when for some reason they might be able to serve your needs better.
Extra Services & Support
GoOCIO is designed to be a one stop shop for foundations, endowments, pension funds, and other private & public organizations managing assets & looking for better and easier ways to grow and to support their constituents and stakeholders.
Philanthropic Fundraising
Advisors
Free
- GoOCIO Charitable is dedicated to helping our clients to connect with and to woo major donors directly and through leading philanthropic advisory firms that we have been working with for many years. We provide significant
resources, celebrity partnerships and endorsements and access to a large list of major corporate and family donors for organizations that wish to greatly improve their fund raising and to become more effective fund raisers.
Deep-Tech Organizational Intelligence
Free
- GoOCIO understands the organizational needs and complexities of multilateral and multifunctional endowments, foundations, pension funds, hospital networks, public organizations, sovereing funds and other non profit and public / private clients. Over the years our team has developed highly robust methodologies and technology platforms that we can offer to our clients that utilize AI, machine learning, deep learning and real time organizational intelligence to interconnect and to transform our clients to be able to deliver on their promise in easier and in better ways.
Political Advisory & Stakeholder Considerations
Free
- Most of our clients are deeply effected by the wind of politics and stakeholder influence whether its the union membership, the students and alumni, the new treasurer and governor, donors, medical and academic staff, or others, and sometimes support needs to be garnered for one off events like a merger or a proposed expansion.
- We bring a very deep level of experience in bipartisan stakeholder relationship management, in helping our clients, their boards and their leadership to manage and to guide the organizational stakeholders to support the direction which is of most value for the organization.
Philanthropy Advisors
Partners
We have partnered with a number of organizations that share our values of wanting to deliver value to non profits, foundations, endowments, pension funds, and other public organizations that focus on helping and serving large communities and their stakeholders and that bring value to many.
Global CFO, CIO & Board Leadership Institute
Partner
The Global CFO Institute provides best practice thought leadership & professional advancement to the Global CFO, CIO and organizational leadership and board communities
Healthcare & Academic Infrastructure, Philanthropy & Investment Research Center of Excellence
PARTNER
Helping organizations and their governing boards lead compliance and quality oversight efforts. Academic and healthcare infrastructure development and investment management.
Minority Women Capital Foundation
PARTNER
Minority Women Capital Foundation supports and empowers talented fund managers and deal sponsors who support diverse entrepreneurs and companies that strengthen our economy and deliver significant value in driving economic opportunity across diverse communities.
LatinGP Economics & Entrepreneurship Foundation
Partner
LatinGP Economics & Entrepreneurship Foundation supports global entrepreneurship and helps to connect the US Hispanic, the Latin American and Spanish & Portuguese speaking investors and companies to the world
GoOCIO Impact, Expertise & Technological & Operational Intelligence Focus At a Glance
Mission Statement
Environmental, social, and governance (ESG) is saving the planet, improving worker satisfaction, empowering diversity & communities which supports and expands the economy and the institutions that contribute to impact investing; it’s everything.
We bring impact and ESG and are embedding it into every portfolio, into every decision into every asset.
AI, traditional machine learning, and deep learning are projected to result in net savings of up to $120 billion in asset and investment management and GoOCIO is bringing it to the front for every one of our customers.
One of the greatest myths is that investing in impact is concessionary from a return perspective and GoOCIO has proven that when you invest well, and bring significant expertise and experimentation to the table in uncovering better ways to invest and combine it with a strong impact methodology and a deep understanding of the types of products or assets you’re investing in, and have strong hands on experts to support your allocations —you can find opportunities to drive great financial returns, which in turn drives impact to both outperform the market and to greatly improve our society, our planet and our lives.
“Getting IQ right isn’t difficult, but combining great IQ together with great EQ is where all the magic is.”
GoOCIO, Message from our President
Let’s Talk About US Delivering Overwhelming Value
institutionalclients@goocio.com
Join One of Our Partner Non Profit Boards
leadershipboards@goocio.com