Agility claims GIPS® (Global Investment Performance Standards) Compliance.

Our track record isn't just about results - it's about our commitment to integrity, credibility, and transparency.

At Agility, our culture is rooted in being a trusted partner to our clients. We firmly believe that results are only as valid as the methodology used to report them, which is why we claim compliance with the CFA Institute’s Global Investment Performance Standards (GIPS).

Approach

Agility has provided Outsourced CIO services since its inception in 2007. Our business model is built around working in close partnership with a limited number of clients. We take the boutique nature of our business very seriously – we want each client to feel as if it has its own in-house investment team.

We view each client as a true partner. Clients benefit from Agility’s extensive resources, including dedicated investment, accounting, operations, client service, and legal personnel. We also understand that being a good partner goes beyond simply providing investment results. We work closely with clients on a variety of other projects, from help with audit needs to donor relations.

Learn More
Solutions

We understand that no two clients are alike, so we built our business around customization. We work closely with each client to establish its long-term investment goals, and we then design a program that we believe best meets those needs. Customization extends beyond investing, as well. We work with each client to meet specific reporting, infrastructure, and communication needs.

Regardless of your specific needs, Agility can craft a solution. Agility offers two primary investment approaches – a commingled approach, using our proprietary Building Block Portfolios, and separate accounts for more unique situations. Both options provide for a high degree of customization and optionality.

Learn More
Outsourcing

For many institutions, in-house investment management is under-resourced. The challenging landscape of the global economy and financial markets requires experienced professionals with a singular focus on investing.

Investing is not a part-time job. Maintaining fiduciary responsibility has become increasingly difficult, leading to what some have termed “fiduciary fatigue.” Agility’s clients can feel comfortable that their assets are under careful, disciplined stewardship – every day of the week.

Learn how Agility applies its award-winning capabilities as an Outsourced CIO to help its clients navigate the complex investing environment.

Learn More

News

Go to News

Agility Accolades

Pension Bridge
Institutional Asset Management Awards
Institutional Investor
Hedge Fund Industry Awards
Institutional Investor
Hedge Fund Industry Awards
Institutional Investor
Hedge Fund Industry Awards
Foundation & Endowment Intelligence
Hedge Fund Industry Awards