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OCIO Solution

Outsourced Chief
Investment Officer

Our investment management and
advisory services are customized to support
mission-driven families and foundations.

Our Services

Our services encompass comprehensive investment management and advisory solutions, offering both discretionary and non-discretionary options to help clients build resilient portfolios aligned with their financial objectives.

Governance


Board and Investment Committee education
Investment Policy Statement development and revision
Asset class definitions and return benchmarks

Unique Considerations


Mission and values integration
Transition planning with legacy assets
Custodian, legal, and tax considerations

Portfolio Construction


Strategic asset allocation
Manager due diligence and research
Market scenario forecasts with stress tests

Risk Management


Active portfolio oversight
Volatility, liquidity, and impairment analysis
Continuous assessment of risk parameters

Portfolio Oversight


Manger selection and termination
Quarterly manager meetings
Performance and impact reports

Budgetary Analysis


Spending policy redevelopment
Cash flow analytics for liquidity management
Forward-looking projections

Leveraging Total Portfolio Activation

We believe mission-driven organizations can reflect their mission through their investments, creating scalable impact while meeting risk and return objectives. Capricorn specializes in building long-term, diversified portfolios integrating our clients’ core impact objectives – harnessing what we call Total Portfolio Activation.

Our Approach
to Impact
arrow right
Traditional
Endowment
Management
  • Investment Policy, Payout &
    Strategic Objectives
  • Asset Allocation
  • Research & Manager Selection
  • Investment Structuring
  • Risk & Liquidity Management
  • Ongoing Monitoring & Analysis
  • Ancillary & Advisory Services
Total
Portfolio
Activation
Investing
for mission
Alignment
  • Impact and Responsible
    Investment Philosophy
  • Alignment of Mission with Key
    Impact Investment Themes
  • Diversity and Inclusion in Investing
  • Climate Positioning & Risk
  • Ongoing Impact Monitoring
    & Measurement

To Construct An Asset Allocation Framework

Logo in a color wheel

  • Specialist Funds
  • Custom Baskets
  • Thematic Exposures

  • Renewable Infrastructure
  • Sustainable & Affordable Real Estate
  • Carbon Offset-Related Assets
  • Sustainable Agriculture & Water

  • Private Credit
  • Opportunistic Credit
  • Direct & Marketplace Lending

  • Bank Deposits
  • Treasury Bills
  • Green & Social Bonds
  • Supranational Bonds

  • Clean Transportation
  • Clean Energy Production & Storage
  • Inclusive Financing
  • Earth Observation
  • Sustainable Asset Management

  • Specialty Finance
  • Hedged & Uncorrelated Strategies
  • Carbon-Related Trading
plus plus plus plus plus plus PRIVATE EQUITY & VENTURE CAPITAL Clean Transportation Clean Energy Production & Storage Inclusive Financing Earth Observation Sustainable Asset Management INDEPENDENT RETURN Specialty Finance Hedged & Uncorrelated Strategies Carbon-Related Trading CASH & FIXED INCOME Bank Deposits Treasury Bills Green & Social Bonds Supranational Bonds CREDIT STRATEGIES Private Credit Opportunistic Credit Direct & Marketplace Lending REAL ASSETS Renewable Infrastructure Sustainable & Affordable Real Estate Carbon Offset-Related Assets Sustainable Agriculture & Water GLOBAL EQUITIES Specialist Funds Custom Baskets Thematic Exposures

A Client-Centric Approach to Partnerships

We enable our clients to achieve their financial and impact objectives by combining investment and operational excellence with proactive administrative support. We focus on transparency, reliability, and diligent service to ensure a comprehensive investment management experience for our clients.

Meet Our Team arrow right

Engage


We take the time to understand each client’s unique goals, values, and risk appetite. Through open and transparent dialogue, we align on expectations and establish the foundation for a long-term, collaborative partnership

Design


We develop a customized investment framework that begins with crafting an Investment Policy Statement (IPS) that governs the strategic asset allocation model, performance benchmarks, impact priorities, and an implementation framework for portfolio construction. Our design process ensures alignment between financial goals and mission-driven outcomes

Manage


We execute and provide ongoing oversight to deliver sustained value. By actively managing the portfolios with a disciplined approach, we continuously monitor performance, risk exposure, and market dynamics. Through frequent engagement and reporting, we ensure the investment strategy remains adaptive and responsive to evolving needs

Activate


Beyond portfolio management, we empower clients to amplify their mission. Using a Total Portfolio Activation approach, our clients leverage the investment portfolio as a powerful tool to drive transformational impact