Atlas OCIO
Why Atlas OCIO?
The Atlas OCIO (Outsourced Chief Investment Officer) approach goes back to basics, putting the emphasis on asset allocation where it belongs. We further enhance portfolio outcomes by avoiding the needless cost and complexity of most OCIO solutions. Each element of the Atlas OCIO solution is derived from our team’s decades of experience at large, sophisticated allocators and by an extensive body of academic and industry research.
Problems with Typical Models vs. The Atlas Approach
Asset Allocation
Allocations rarely adapt to changes in market risks and opportunities.
The Atlas OCIO approach begins with a sensible long-term allocation. Adjustments are considered when the expected return of the available investments changes meaningfully.
Manager Selection
Investment return is lost in a fruitless attempt to select active managers who will add value.
Atlas Capital avoids the performance drag of active management by investing directly in stocks and bonds, or through low-cost index ETFs.
Alternative Investments
Investment return of alternative investment selections no better than equivalent liquid public market investments. AI investments add complexity while reducing flexibility and transparency.
The Atlas Capital OCIO approach avoids the cost, complexity and disappointing returns of alternative investments.
High Implementation Costs
Fees paid to active and alternative investment managers raise costs without raising performance.
Atlas Capital keeps implementation costs low by investing directly or through low-cost ETFs, and by avoiding alternative investments.
The Atlas OCIO Approach to Investing
Interested in reading more about how we tackle the OCIO issue? Click below.
Evidence for the Atlas OCIO Approach
The methods we employ are backed by extensive research. You may click on “Read More” to obtain links to articles and research which support the Atlas investment philosophy.
