Institutional Asset Management

Embrace the Outsourced Chief Investment Officer (OCIO) Model

Institutional investors face a challenging market environment with a complex array of decisions to make. U.S. Bank Institutional asset management experts work closely with your organization to understand your risk tolerance and investment policy and then customize an investment strategy to help you achieve your financial goals.

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Contact us

Steve Estes
Managing Director
stephen.estes@usbank.com
972-374-2579

The U.S. Bank Investment Asset Management Difference

Process driven design aligns your unique investment objectives with research and analysis.

Three core investment disciplines.

Our institutional client portfolios represent the interactions of three core investment disciplines. As part of the client portfolio construction process, we help ensure these disciplines work in harmony with each other. As your partner, U.S. Bank investment experts construct portfolios designed to meet your unique objectives.

Assets allocation research and design

  • Most important input to meeting investment objectives
  • Process driven design that aligns unique investment objectives with research and analysis

Investment selection and monitoring

  • Active versus passive
  • Best-in-class strategy pairings
  • Manage underlying expenses

Portfolio implementation

  • Timely implementation
  • Disciplined rebalancing
  • Rigorous monitoring

Three core investment disciplines.

As your partner, U.S. Bank investment experts construct portfolios designed to meet your unique objectives.

Governance and oversight

  • Investment strategy committee bi-weekly meetings
  • Macroeconomic analysis
  • Capital market developments

Client experience

  • 5 step process
  • Establish client goals and objectives

U.S. Bank Investment Strategy Process 

  • Portfolio managers develop investment strategy
  • Regular Investment portfolio review
  • Monitoring and reporting

Discretionary Investment Management

As your partner, U.S. Bank investment experts construct portfolios designed to meet your unique objectives.

Governance and oversight

  • Investment strategy committee bi-weekly meetings
  • Macroeconomic analysis
  • Capital market developments

Client experience

  • 5 step process
  • Establish client goals and objectives

U.S. Bank Investment Strategy Process 

  • Portfolio managers develop investment strategy
  • Regular Investment portfolio review
  • Monitoring and reporting

From our leaders

 

“You can rely on our experienced team of investment professionals to help you design a portfolio strategy that fits your organization’s needs and mission as they evolve.”

Eric Freedman
Chief Investment Officer
U.S. Bank Investment Services

Is the OCIO model right for your business? 

Learn why U.S. Bank is the right Outsourced Investment Management (OICO) partner to support your business growth. Rely on a team of experienced institutional asset management professionals to help you design tailored investment solutions for your business.

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Featured article for your investment strategy research.

OICO: An expanding trend in the investment industry

Read benefits of an outsourced chief investment officer