SOURCE: Clearbrook Global Advisors

Clearbrook Global Advisors

June 20, 2016 09:00 ET

Clearbrook Global Advisors Doubles Client Mandates Over the Last Year

Firm Has Seen More RFPs in 2016 Than for All of 2015

NEW YORK, NY--(Marketwired - Jun 20, 2016) -  With uncertainty looming in the financial markets, Clearbrook Global Advisors, a privately held, independent investment advisory firm, said today that it has doubled the number of OCIO client mandates over the last year as a result of an increase in investor interest for outsourced CIO services. 

Over the last 12 months, Clearbrook has seen significant interest from investors requiring an experienced partner to lead them through investment policy decisions and implement those decisions on their behalf. As the investment landscape continues to become more complex, institutions that lack internal resources have developed an increasing need for seamless and unbiased oversight of their investments.

"With fueled volatility in the markets, some smaller institutions are unable to handle the complexity associated with managing a portfolio that best meets their fiduciary obligations," said Elliott Wislar, CEO of Clearbrook. "Clearbrook is able to work with these organizations as an experienced extension of their internal staff, with the infrastructure to manage these portfolios in all types of market conditions."

In addition, the firm has seen a record number of RFPs for OCIO mandates year to date in 2016, and has participated in as many searches and finals presentations for OCIO in the first quarter of this year as they did for all of 2015.

Mr. Wislar added, "Outsourced CIO providers have been around for decades, however, just in the past five years we have seen explosive growth in this market. There are many factors driving the growth and evolution of OCIO services, which differ slightly for each client segment, but the key drivers are consistent -- increasing volatility of the markets, increasing complexity of investment programs, and the rising cost of internal investment staff." 

About Clearbrook
Clearbrook provides comprehensive, objective investment advice and solutions to institutional investors worldwide, across all asset classes, for both discretionary and non-discretionary mandates. With approximately $28 billion in assets under advisement, our business model is founded in independent thinking, disciplined research and analysis, and vision tempered with experience. Our culture is client driven, focusing on customized investment solutions for each client's unique objectives and needs. We bring actionable insights to every meeting, beginning with our first presentation. For more information, please visit

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