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.
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
Featured article for your investment strategy research.
OICO: An expanding trend in the investment industry
