Investment Solutions
arcpoint OCIO delivers investment capability in four modes. Each mode is doctrine-aligned - evidence-led decisions, seasoned judgement, and active navigation - applied within clear governance and role clarity. The difference is how the capability is packaged: pre-built, bespoke, client-specific, or endowment-style.
Select
Choose an SAA set with detailed rationale and client language.
Deploy
Incorporate multi-platform building blocks with consistent definitions.
Steward
Repeatable monitoring and review cadence; adapt as opportunity set evolves with purpose and restraint.
Enable & Scale
Adviser toolkit, narratives and implementation support; embed across team and client base as usage grows.
Align
Discovery & design - philosophy, advice delivery, scope, fee & risk constraints, decision cadence
Define
Governance, mandate documentation and review rhythm - governance as an enabler.
Design
Portfolio architecture + scalable & repeatable adviser toolkit - industrialising processes, not outcomes
Steward & Embed
Monitor intent vs reality; document rationale; adapt selectively within governance; train and embed the rhythm across the practice.
Review
Whole-of-portfolio review, delivery of whole of portfolio solution aligned to agreed risk profile, with due regard for risk, concentration, liquidity, fees, overlap, drift and other constraints.
Restructure
Target portfolio + executable transition roadmap (sequencing, controls, timing).
Implement
Implemented via IMA where appropriate to access instiutional pricing and differentiated product.
Steward & Equip
Ongoing monitoring and review cadence; adviser support with client narrative, reporting and meeting preparation.
Foundations, Charities and Family Offices
Endowment-style portfolio design and investment management expertise for foundations/endowments and family offices through time, with committee-ready governance reporting. arcpoint provides portfolio review, target design, and assists with bring-to-market strategy and stewardship support.
Align
We meet the client where they are - objectives, horizon, liquidity, constraints and governance cadence; and then clarify roles.
Design
Public/private market architecture - strategic allocation, sleeves, manager structure and diversification.
Implement
Institutional implementation support where required for robustness, pricing and access.
Steward & Report
Monitor, document and review; adapt exposures as facts evolve; provide committee-ready packs (positioning, risk/liquidity, decisions taken, forward priorities).
