Outsourced Chief Investment Officer

Commerce Street Investment Management (CSIM) is an independent investment management firm that provides full, or hybrid outsourced chief investment officer (OCIO) solutions to endowments, foundations, family offices and other institutional clients.

The CSIM OCIO team is comprised of seasoned investment professionals that have many years of experience working for large investment management consulting firms, state pension plans and asset management firms.

Services

• Investment Policy Statement
• Asset Allocation (Strategic/Tactical)
• Portfolio Structure Analysis
• Manager Searches/Selection
• Investment Manager Due Diligence
• Portfolio Construction and Management
• Ongoing Monitoring
• Performance Reporting