Investment Advice
Outsourced Chief Investment Officer (OCIO) Services.
Depend on our specialized expertise to create a sound investment strategy built for your risk tolerance and goals. With our resources and expertise behind you, you can focus on what’s best for your business.
Investment Management Services
- Fiduciary, discretionary asset management
- Custom investment policy statements
- Asset allocation, investment, and risk management strategies
- Portfolio construction, rebalancing, and monitoring
- Investment performance and account activity review meetings
- Comprehensive custodial and investment operational services
- Reporting on monthly asset activity, quarterly investment performance, and online account access
- Manager evaluation, selection, and oversight
- Ongoing board education, including current economic and investment issues
Latest Articles and Insights
2025 Outlook: Meet the New Boss. Same as the Old Boss?
See how our leading experts interpret the news, trends, and opportunities this year already brings. In our 2025 market outlook, our Key Wealth Chief Investment Office team delves into the latest research and insights to help you navigate our evolving political landscape, inflation, tariffs, immigration, deregulation, tax policy, interest rates, and market and economic data so you can make informed decisions and grow your portfolio.
Downsides abound in any trade conflicts between the U.S. and China
Experts presenting at Key’s 2023 Technology Leadership Forum struck a serious tone when speaking about the possibility of a trade war between the US and China. Brett Robinson, the President and CEO of Integra Technologies Inc., said, “We’re all losers,” in the situation.
2024 Outlook: On the Road (Back) to the Old Normal
See how our leading experts are interpreting the news, trends, and opportunities that this year is already bringing. In our 2024 market outlook, our KeyBank Chief Investment Office team delves into the latest research and insights to help you navigate turbulent global markets, interest rates, inflation, and wealth management so you can make informed decisions and grow your portfolio.
Investors discuss the game-changing opportunity of generative AI beyond ChatGPT
When ChatGPT launched in November 2022, it propelled artificial intelligence and machine learning technology (AI and ML) into the public consciousness like never before. But generative AI chatbots only scratch the surface when it comes to possible use cases and future applications of this rapidly evolving technology.
Green Bonds Offer Opportunities — and Risks — for Socially Responsible Investors
Since they were first issued in 2007, green bonds have become increasingly popular as a tool for socially responsible investing.
Private equity: tech prospects look promising in 2023 and beyond
In 2021, private equity (PE) investment in tech transactions ballooned to more than $400 billion, more than double the prior two years combined. Then, 2022 came along and rained on the parade. High inflation and recession fears led to belt tightening, eroded valuations and lower growth projections.
Finding CRE opportunities in today’s chilly market – an expert's outlook
The dramatic increase in rates has really thrown a cold bucket of water on the market, but there is still guarded optimism. Learn why.
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KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Mellon Investment Corporation. Advisor receives a fee for their services. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
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