Cerity Partners OCIO LLC provides outsourced chief investment officer and discretionary investment advisory services primarily to private investment funds, foundations, endowments, corporations, pension plans, and other institutional clients, alongside high-net-worth individuals. Originally founded in 2007 as Agility, the firm operates as a wholly-owned subsidiary of Cerity Partners LLC. The firm utilizes a comprehensive solutions strategy that allocates capital across various asset classes, including absolute return, global fixed income, global equities, liquid real assets, private real assets, private capital, and environmental, social, and governance strategies. The firm executes its strategy through funds-of-funds, separately managed accounts, direct co-investments, and overlay strategies involving diverse domestic and foreign securities, derivatives, and private investments. The firm emphasizes broad diversification and active management to achieve long-term capital growth while managing various market and operational risks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Management fees are typically up to 0.75% per annum and may vary based on factors such as account type, asset classes, and investment strategy. Certain clients also pay performance-based compensation of up to 5.00% of net profits.