IFA OCIO

OCIO and investment management for foundations, endowments, and mission-driven organizations.

Schedule an OCIO Consultation

Your mission. Our investment discipline.

An evidence-based alternative to the traditional OCIO.

IFA OCIO, a division of Index Fund Advisors, Inc. (IFA), builds and manages globally diversified, index-based portfolios, grounded in Modern Portfolio Theory and decades of peer-reviewed academic research.

Institutions we serve

Built for mission-driven institutions.

IFA OCIO works with the boards and investment committees of foundations, endowments, and nonprofits, and has managed endowment and foundation portfolios since 2007.

  • Foundations

    Supporting community impact.

  • Endowments

    Advancing lasting opportunity.

  • Nonprofits

    Serving people and purpose.

Our principles

Six principles. One disciplined approach.

  1. Fiduciary

    Your institution’s interests come first. IFA OCIO exercises investment discretion within the advisory agreement and agreed objectives.

  2. Independence

    A fee-only structure, no proprietary funds, and no compensation from underlying fund providers support independent fund selection.

  3. Indexing

    An evidence-based process rather than predictions about winning managers or market turning points.

  4. Diversification

    Spreading investments across markets and asset classes helps manage concentration risk. Diversification does not eliminate market risk or guarantee a profit.

  5. Costs

    Evaluate every layer of expense, not just the advisory fee. IFA OCIO emphasizes transparent pricing and low-cost, index-based portfolios.

  6. Discipline

    An Investment Policy Statement turns objectives into an ongoing process of rebalancing, periodic risk evaluation, and clear reporting.

Getting started

Start with your institution’s needs.

A structured process for connecting investment decisions to your objectives, obligations, and time horizon.

  1. Risk evaluation

    Evaluate the institution’s time horizon, liquidity needs, and funding or spending obligations to complete a formal risk evaluation.

  2. Trustee education

    Walk the investment committee through the evidence behind the recommended approach, so decisions are informed and documented.

  3. Investment Policy Statement

    Create or review the written IPS, defining objectives, risk parameters, and index-based investment guidelines.

  4. Portfolio implementation

    Transition assets into the risk-appropriate, globally diversified, index-based portfolio.

  5. Ongoing management

    Continue disciplined rebalancing, periodic risk evaluation, and clear, timely reporting for the life of the relationship.

  6. Read the full client guide

    The OCIO model, the provider landscape, a framework for evaluating partners, and governance.

    Open the IFA OCIO guide

Begin an introductory conversation.

Discuss your institution’s objectives and evaluate whether IFA OCIO’s fee-only, index-based model is the right fit.

Schedule an OCIO ConsultationCall 888-643-3133