Not-for-Profits

Honor the past and secure your future.

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Outsourced CIO

The guidance you need to fulfill your mission.

Allow us to enhance your existing structure and support your in-house talent with our Outsourced Chief Investment Officer Services.

Exclusive
opportunities

Exclusive
opportunities

Gain access to our network of hedge funds, private equity and other alternative investments.

Tailored
coaching

Tailored
coaching

Get a clear picture of how specific strategies and events impact your growth with our individualized education & training.

Investment
strategy

Investment
strategy

Have confidence in an effective game plan that adjusts to serve your mission and goals.

Global
perspectives

Global
perspectives

We interact with a network of global managers that offer diverse perspectives.

Administrative
support

Administrative
support

Reduce strain on your team by delegating administrative tasks like backoffice support and reporting.

Management
and execution

Management
and execution

Timely monitoring and management of your investments.

Governance
oversight

Governance
oversight

Ensure your structure meets your needs. As fiduciaries, we’ll maintain supervision so you can run your organization.

Enhanced
diversification

Enhanced
diversification

Get a team of experts that can deliver a multi-asset class approach to investing.

Thought
leadership

Thought
leadership

Having worked directly for one of the largest operating charities in the region, all of our clients benefit from the strategic insights gleaned from our practical experience.
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Why Should You Outsource with Prodigy?

Managing your own in-house investment team can be time-consuming and expensive. Allow us to help with day-to-day investment management, providing you with:
  • Careful and effective fiduciary oversight
  • Diligent stewardship of your goals and objectives
  • Experienced partners with over 110 collective years of institutional expertise and long-term asset management
  • Dedicated client services
  • Reporting to suit your needs
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We get asked these questions a lot.

OCIO stands for Outsourced Chief Investment Officer. Often organizations prefer to delegate day-to-day management of their investment program to a third-party investment firm, like Prodigy. An OCIO helps organizations reach their financial goals by providing expertise, managing their assets, and also sharing fiduciary responsibility.

As an OCIO, Prodigy becomes an extension of your internal team, serving as an entire department dedicated solely to researching and coordinating investment opportunities for your organization.

When you partner with Prodigy, your organization will benefit from:

  • Enhanced efficiencies and scale: Your investments will be structured for growth.
  • Reduced costs: Make smart investment decisions without spending excessive staff hours managing the project.
  • Less work: We take on the research, planning and coordination so you can direct your attention elsewhere.
  • Seasoned investment experts on your team.

An outsourced investment team who is dedicated to reaching your financial goals will allow your in-house team to focus on the mission of your organization.

Other benefits include:

  • Cost savings: Often hiring an OCIO is less expensive than bringing on an in-house team.
  • Exclusive opportunities: Gain access to a network of excellent hedge funds, private equity and other alternative investments.
  • Administrative support: Relieve burden by delegating administrative tasks like back-office support and reporting.
  • Management and execution: Timely monitoring and management of your investments for optimal outcomes.
  • Facilitate proper governance structure and accountability.

Managing your own in-house investment team can be time-consuming and expensive. We pride ourselves on high-level service and expertise that comes from over 110 years of collective experience. As an employee-owned firm, we provide independent leadership and guidance to all our clients.

Allow Prodigy to help with day-to-day investment management, providing you with:

  • Careful and effective fiduciary oversight
  • Diligent stewardship of your goals and objectives
  • Experienced partners with decades of institutional expertise and long-term asset management
  • Dedicated client services

What sets us apart

The Prodigy difference.

Built for lasting relationships

Our team and our client list are intentionally small. We take pride in getting to know you on a personal level and everyone on the team is committed to providing you exceptional service, direct access, and professional management.

Customized diversification

Prodigy has access to global decision-makers and expertise in  complex asset classes. Leverage our relationships and insights to customize a diversified portfolio tailored to your needs.

Mission-driven

We make your mission our passion. Our team is committed to understanding what’s important to you and what challenges you face to lend our expertise and experience to serve you.

Independent

Because we are 100% employee-owned, you’ll always receive professional advice that best supports your objectives. This independent thought process is guided by over 100 years of collective experience.

Industry expertise

We have over 100 years of cumulative experience in managing institutional assets and alternative investments like private equity funds and hedge funds.

Service-focused

We pride ourselves on relationships that span generations. We believe the key to a successful partnership is delivering service that exceeds expectations. Everyone at Prodigy is empowered to help you at
any time.