Fiduciary Advisory & Non-Discretionary OCIO Services
Institutional-Grade Investment Oversight for Stewards of Long-Term Capital | Maintain full control while accessing the research, due diligence, and advisory support needed to fulfil your fiduciary duty.
The Governance Gap Section
Stewards of long-term capital face a fundamental gap in investment oversight: investment committees lack the time and dedicated resources for the deep analysis that modern portfolios require.
This gap makes it particularly difficult to:
Conduct rigorous, ongoing due diligence on investment managers.
Implement a genuine, beyond-ESG responsible investment strategy.
Maintain strategic clarity and filter out market noise.
What is Non-Discretionary OCIO Advisory?
Non-discretionary OCIO (Outsourced Chief Investment Officer) advisory provides comprehensive fiduciary advisory services, where a firm delivers investment research, due diligence, and implementation support, while the client retains final decision-making authority on all investment decisions.
A Neutral Explanation of the Service Model
Definition: We provide OCIO services in a non-discretionary capacity, acting as an extension of your investment office while you maintain ultimate strategic control.
The Process: Our fiduciary advisory services deliver rigorous analysis and ongoing monitoring across portfolio construction and manager selection.
Addressing Biases: As an FCA-authorised firm providing non-discretionary advice, our role is strictly advisory. We provide the analysis and recommendations, but your investment committee provides the final approval.
The Outcome: The goal is to provide the clarity and continuous support needed to transform the burden of oversight into confident stewardship.
Now that we’ve defined the advisory model, let’s examine how it specifically addresses the governance challenges faced by stewards of long-term capital.
How Fiduciary Advisory Addresses Governance Challenges
Institutional stewards face specific hurdles in managing complex portfolios. Our fiduciary advisory services are structured to bridge these common gaps in investment oversight.
| The Challenge | Little Square Capital's Solution | Direct Value for Your Institution |
|---|---|---|
Limited In-House Resources | Dedicated OCIO services providing institutional-grade research and monitoring support. | Enhanced Governance: Access the depth of analysis of a full investment office without the overhead, strengthening your fiduciary oversight. |
Implementing Responsible Investing | Bespoke responsible investing advisory that moves beyond generic ESG scores to build custom metrics. | Authentic Alignment: Ensure your portfolio truly reflects your mission and is positioned for long-term, systemically-aware value creation. |
Manager Diligence & Monitoring | Rigorous, temperament-focused manager selection and ongoing due diligence based on a long-term orientation and understanding of systemic risk. | Informed Delegation: Make confident manager appointments and monitor them effectively against durable criteria. |
Strategic Clarity Amid Complexity | Forensic portfolio reviews and thematic research that filter market noise to focus on structural resilience and long-term themes. | Confident Stewardship: Base strategic decisions on a clear, defensible analytical framework that stands up to scrutiny. |
Understanding these solutions leads to a critical question: how is this advisory service delivered in practice? Our approach follows a disciplined, research-driven process grounded in long-term value creation.
Ready to address Manager Diligence & Monitoring?
Schedule a ConsultationOur Fiduciary Advisory Process
Our approach to investment oversight is grounded in a long-term, “owner-minded” philosophy, focusing on structural resilience. Our fiduciary advisory services follow a disciplined process.
Key Advisory Components
| Service Area | Focus & Objective |
|---|---|
Fiduciary Framework & Policy | Developing or refining Investment Policy Statements (IPS) that integrate material sustainability as a core component of comprehensive OCIO services. |
Portfolio System Review | Conducting forensic analysis of your portfolio and manager lineup to identify hidden risks and alignment opportunities. |
Thematic Research & Implementation | Identifying and advising on long-term thematic investments based on deep research as part of our responsible investing advisory approach. |
The Little Square Capital Advisory Process
Discovery & Diagnostic: In-depth analysis of your current governance framework, portfolio, and specific stewardship challenges.
Strategic Framework Development: Crafting tailored recommendations for policy, portfolio structure, and implementation pathways.
Research & Diligence: Executing deep due diligence on investment themes and managers aligned with your long-term objectives.
Implementation Support: Providing the analysis and guidance needed for your committee to make informed execution decisions.
Ongoing Monitoring & Reporting: Continuous portfolio oversight and systematic reporting on the factors material to long-term value.
This methodological approach translates into clear, tangible deliverables. Our service packages are structured to provide comprehensive support for your institution’s oversight responsibilities.
Our fiduciary advisory is supported by the same rigorous research methodology that underpins all our services.
Our Fiduciary Advisory Solutions
Our non-discretionary OCIO services are designed to provide ongoing, strategic investment oversight for institutional stewards through comprehensive fiduciary advisory services.
Our non-discretionary OCIO service typically includes:
Comprehensive investment policy statement (IPS) review and development
Detailed portfolio and manager due diligence reports
Thematic research and implementation advice
Ongoing monitoring and reporting on portfolio positioning and key risks
With a clear understanding of the deliverables, the next step is to determine if this advisory model aligns with your institution’s governance structure and stewardship objectives.
Is Fiduciary Advisory Suitable for Your Institution?
These OCIO services are typically a consideration for sophisticated investors who require institutional-grade investment oversight while retaining control. This includes family office investment advisory relationships seeking to preserve capital across generations.
You may find it a relevant option if you are:
A Family Office seeking to preserve capital across generations with a robust governance framework.
A Charitable Foundation or Endowment whose mission depends on durable returns and authentic alignment with values.
A Small to Mid-Size Pension Fund ($50M–$250M AUM) requiring institutional-grade insight without the bureaucracy of a large discretionary manager.
If the fit appears clear, the most effective next step is a confidential discussion about your specific oversight challenges.
Ready to Strengthen Your Fiduciary Oversight?
At Little Square Capital, we provide specialized fiduciary advisory services and non-discretionary OCIO services; your Investment Committee retains final approval. Our expertise in investment oversight and responsible investing advisory helps institutions maintain robust governance.
Schedule a Diagnostic Conversation to explore your specific stewardship challenges.
For answers to common questions, visit our Fiduciary Advisory FAQ.