You support your mission. We support you.
Outsourced Chief Investment Officer (OCIO) Services
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The main driver of your long-term investment returns is asset allocation. We model out how different combinations of assets classes are expected to achieve your goals over various time horizons.
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Ability and willingness to take risk are key variables in long-term, disciplined investing. We help you quantify those risks through data such as expected portfolio standard deviation and expected maximum portfolio drawdown, so you can be more aware of the risks you are actually taking.
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Daily portfolio monitoring and periodic rebalancing help ensure you do not unintentionally deviate from your target asset allocation. Deviations introduce unexpected risk into the portfolio.
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We provide time-weighted performance reporting so you are always aware of how your organization’s investments are doing, and how they have performed against relevant benchmarks. This ensures you have proper oversight of your investment portfolio.
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Periodic market and portfolio reviews on a set cadence, or as requested.
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We assist with IPS creation and to ensure you have the proper governance structures surrounding your assets.
The AWX Institutional Difference
Independently Owned
Having worked at large and publicly traded investment managers, we can’t emphasize enough the value of an independent firm. In our opinion, public companies cannot be fiduciaries to you and their stakeholders at the same time. Large private companies are not flexible enough to adapt to your specific needs. We aren’t constrained by either of those factors.
Free from Conflicts of Interest
We are not an asset manager, and therefore have no reason to recommend any specific investment product, apart from it being the best fit for your portfolio and your objectives.
Nimble and Adaptive
Our boutique structure allows us to constantly adapt and improve to the ever changing finance and technology landscape. From rolling out innovative new technologies, to identifying better portfolio solutions, bigger isn’t necessarily better.
Truly Open Architecture
We have a time-tested long-term investment approach and philosophy, but sometimes certain situations require flexibility. We have the ability to construct portfolios to meet unique investment needs. Laddered treasury bonds, ETFs, alternatives, and values aligned direct indexing…we have the ability to do it all.
Discounted Financial Planning
Taking care of the people who take care of your community is important. As an independent firm, we are able to offer discounted financial planning services for qualified nonprofit employees. We also give back to the nonprofits who work with us.
Integrated Performance Reporting
Comprehensive performance across all your accounts or you can view each of your accounts independently. We have the flexibility to get the data you need in a way that is useful to you and your stakeholders.
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Goals Based Investing
Your organization’s portfolio objectives are the most important variable in portfolio construction, but other aspects can influence asset allocation as well, such as ability and willingness to take risk, organizational reliance on the endowment, and liquidity constraints. We will thoroughly understand all aspects of your organization prior to any investment recommendations.
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Asset Allocation & Risk Modeling
Reasonable expectations are key to determining and implementing a proper long-term strategic investment allocation. We utilize forward looking return simulations to clearly illustrate the risk and return parameters you can expect from potential portfolios.
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Investment Policy Statement Consulting
The best investment plan cannot succeed without long-term discipline. The investment policy exists as the guiding document to help in this endeavor. We will work with your committees and board to develop a time-tested investment policy document that can help you withstand the inevitable ups and downs of the markets.