OCIO / CIO-in-Residence
Your investment manager, accountable for portfolio outcomes
PNYX provides OCIO and CIO-in-Residence support for asset owners. Our CIO-in-Residence offering extends the client's team with senior investment leadership and a strong physical presence, with the role, scope and level of delegation tailored to the asset owner's objectives, values, culture and internal resources.
Capabilities
PNYX brings a wide range of investment capabilities to support high-quality performance across diverse asset owners and client needs.
- 01Investment objectives, constraints, values, culture and policy design
- 02Strategic and dynamic asset allocation
- 03Total-portfolio factor analysis, portfolio construction and risk analysis
- 04Forward-looking scenarios incorporating traditional and non-traditional factors
- 05Rigorous investment-manager research, selection, due diligence, monitoring and cost oversight
- 06Liquidity and liability-aware planning
- 07Board and investment-committee support
- 08Implementation, reporting and ongoing adaptation
Analytical breadth
Joint top-down, bottom-up approach
We believe that each investment opportunity carries unique characteristics from a total portfolio perspective, so we ensure that asset allocation is based on underlying exposures to traditional and non-traditional factors.