Agility Outsourced Chief Investment Officer

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Agility is an Outsourced CIO with over $15 billion in assets under management. We have provided Outsourced CIO services to a select group of endowments, foundations, family offices, and corporations since our inception in 2007.  We are led by six partners with over 150 years of collective experience, and our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of longterm assets demands, we strive to make each client feel as if it has its own inhouse investment team.

We believe it is best practice to incorporate ESG risks and opportunities into our underwriting whether we are considering conventional or impact-oriented investments. The entire Agility investment team is responsible for assessing managers’ oversight, commitment, and approach to incorporating ESG factors into their investment strategies. Our approach to ESG investing strongly adheres to our broader investment philosophy. We start with the view that clients do not have to compromise conviction or due diligence when incorporating ESG considerations into investment decision-making and portfolio construction.



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