Your Outsourced CIO
One Oak serves as an Outsourced Chief Investment Officer (OCIO) uniquely tailored to the needs of faith-based institutions, nonprofits, and family foundations. We bring institutional-grade investment management expertise to organizations that seek sustainable growth for their endowments and foundations but may lack the internal resources to manage complex portfolios.
Building World Class Investment Strategies Starts with You
To create tailored strategies for each endowment, Oak Oak combines best-in-class investment practices with a flexible, client-centered approach. We understand that each endowment has distinct needs, goals, and community values, and we strive to honor these differences by customizing our services accordingly. Here’s how we make this possible:
In-Depth Discovery and Goal Alignment
We begin every relationship with a deep dive into the endowment’s objectives, risk tolerance, cash flow needs, and values. For faith-based organizations, this includes discussions around shariah-compliant or other values-based investment requirements.
By thoroughly understanding each endowment’s unique mission, we ensure that the strategy aligns with their long-term vision and operational requirements.
Strategic Investment Planning with Built-In Flexibility
While we use a rigorous framework rooted in institutional-grade standards, we prioritize flexibility. Our strategic investment planning considers the unique time horizon and liquidity needs of each endowment, ensuring that assets can be accessed as needed to support their ongoing operations.
Our team continuously monitors client portfolios to adjust strategies as their priorities or external conditions change, ensuring that the endowment’s goals are met both now and in the future.
Customized Asset Allocation for Community Alignment
World-Class Manager Selection with Client Input
Ongoing Risk Management with Client-Centric Adjustments
Our asset allocation process is guided by evidence-based principles of portfolio construction, but with adaptability to meet the specific preferences and constraints of each client. For instance, faith-based endowments may require shariah-compliant or socially responsible investments, and we work to ensure that portfolios reflect these values.
By tailoring asset distribution across equities, fixed income, private equity, venture capital, and real estate, we align the portfolio mix with the endowment’s risk tolerance, growth targets, and income needs, maintaining a balanced approach.
Transparent Performance Monitoring and Reporting
Our manager selection process is rigorous, employing both quantitative and qualitative analyses to identify top-tier asset managers with proven track records. However, we also respect each endowment’s unique preferences and can accommodate specific requirements or considerations.
If a client prefers certain types of investments or managers based on their mission or community ethos, we incorporate this into our selection process, ensuring alignment with organizational values.
We monitor portfolios continuously to mitigate market, credit, and liquidity risks, but also adapt based on the client’s evolving needs. For example, if an endowment anticipates a large capital expenditure, we can adjust the portfolio to ensure liquidity at the appropriate time.
By keeping risk management flexible, we help protect client capital while giving each endowment peace of mind that its specific needs are being met.
Our commitment to transparency means we provide regular, customized reports that detail performance, asset allocation, and risk metrics. Clients receive clear, timely insights on how their investments align with their goals, helping them make informed decisions and adjustments as needed.
With easy access to tailored reports and insights, clients can trust that their endowment’s strategy is not only effective but also continuously aligned with their mission and community impact.
