An Innovative Investment Solution Integrating the Expertise of the Outsourced Chief Investment Officer (OCIO) With the Advantages of an Exchange Traded Fund
ClearShares LLC, a wholly owned subsidiary of Clearbrook Global Advisors, announced today that the ClearShares OCIO ETF (NYSE: OCIO) began trading June 27, 2017 on the NYSE. An early adopter of OCIO in ETF form, the ClearShares OCIO ETF (the “Fund”) is an ETF of ETFs, offering access to an actively managed, diverse portfolio of passive index‐based ETFs and actively managed ETFs.
ClearShares OCIO ETF is a managed portfolio of active and passive, index-based ETFs, with active management focused on tactical asset allocation by a team of experienced investment professionals with multi-asset class, multi-market cycle experience. The Fund seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments.
A growing number of institutional investors are turning to outsourced investment solutions for access to top investment talent and a broader range of traditional and alternative asset classes. The Fund integrates the cost-effectiveness1, liquidity and transparency of the ETF structure with the experienced professional management, research and analytics of the OCIO model.
“ClearShares is a natural outgrowth of Clearbrook’s discretionary OCIO platform. Our investment process is collaborative and research-driven, directed by a team with multi-asset class, multi-market cycle experience on all sides of the institutional investment relationship,” said Elliott Wislar, CEO of Clearbrook. “We have listened to a growing number of investors and in response, we have developed an affordable ETF solution and made it available to the entire market.”
“We believe the OCIO ETF has the potential to be a total or core portfolio solution for institutional investors, RIAs and individuals, without the resources to achieve comparable levels of professional management and diversification on their own,” said Tom Deegan, Chief Operating Officer of Clearbrook Global Advisors. “By integrating experienced professional investment management with the cost advantages1, liquidity and transparency of an ETF structure, the OCIO ETF offers a solution with the potential to help clients meet their fiduciary obligations and competitive demands.”
About ClearShares
ClearShares LLC is a wholly owned subsidiary of Clearbrook Global Advisors LLC, an independent, privately held securities firm. The ClearShares OCIO ETF (the “Fund”) is an innovative investment solution integrating the expertise of the Outsourced Chief Investment Officer (OCIO) with the cost advantages of an Exchange Traded Fund (ETF). For more information, visit http://www.clear-shares.com/.
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. 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 http://www.clearbrookglobal.com/.
