Our Investment Services

Why Paradigm?
A Differentiated OCIO Model

High-Touch Client Service
Many OCIO providers focus solely on investment performance, but today’s institutions require more than just returns—they seek a true partnership. Paradigm acts as an extension of your team, offering strategic guidance beyond asset allocation. From governance and risk management to board education and operational support, we provide the expertise and engagement needed to navigate complex investment landscapes.

Truly Custom Investment Portfolios
The era of one-size-fits-all solutions is over. Institutions increasingly demand tailored portfolio construction to align with their specific objectives. Paradigm takes customization further by integrating niche strategies, impact investing, and alternative assets, ensuring that each portfolio reflects the unique long-term vision and mission of our clients.

Unmatched Access to Alternatives
Alternative investments play a critical role in portfolio diversification and long-term growth. Paradigm maintains deep relationships with diverse and emerging managers, private market specialists, and alternative investment funds, granting clients access to unique and differentiated opportunities beyond traditional markets.

Expertise in Inclusionary and Mission-Aligned Portfolios
Many OCIO firms incorporate ESG principles, but few go beyond surface-level approaches. Paradigm has extensive experience in designing inclusionary and mission-aligned portfolios, ensuring that investments reflect the values and long-term objectives of each institution. By leveraging deep industry expertise and strategic partnerships, Paradigm develops customized, value-driven investment strategies that integrate impact considerations while maintaining strong financial performance.

Proactive Approach to Governance & Fiduciary Oversight
Strong governance and fiduciary oversight are essential to long-term success. A significant number of OCIO transitions occur due to investment team turnover or misalignment, making it critical to establish clear expectations from the start. Paradigm prioritizes alignment at every stage, ensuring governance structures are transparent, reporting is clear, and communication with stakeholders is seamless. By taking a proactive approach, Paradigm helps institutions mitigate risk, maintain consistency, and navigate evolving market conditions with confidence—providing stability and strategic insight that supports long-term institutional objectives.

When hiring investment managers as partners, Paradigm closely investigates and evaluates the following attributes:

When hiring investment managers as partners, Paradigm closely investigates and evaluates the following attributes:

Independence and Objectivity

Investment Capabilities and Depth Capabilities

Expertise and Experience of the Firm and its Professionals

Composition of Investment Solutions, Models, and Portfolios

Independence and Objectivity

Investment Capabilities and Depth Capabilities

Expertise and Experience of the Firm and its Professionals

Composition of Investment Solutions, Models, and Portfolios

Assets under Advisement Management

Total Cost

Investment Philosophy and Methodology

Performance Track Record

Assets under Advisement Management

Total Cost

Investment Philosophy and Methodology

Performance Track Record

Services

Experience and Mindset in Building Success with Organisations

  • Strategic Planning
  • Pharma Information
  • Environmental, Social

Paradigm's Investor Services

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Discretionary Services

We deliver an OCIO model using best in class customized resources to deliver results in line with organization’s mission.

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Non-Discretionary Services

True extension of staff model and broadening of customized resources.


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Inclusionary Portfolio

Discretionary Portfolio designed to achieve institutional results over a full market cycle.

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Customized Inclusionary Portfolio

Customized Portfolio designed to achieve results in an asset class or segment of the portfolio.

Paradigm's Investor Services

Icon Image

Discretionary Services

We deliver an OCIO model using best in class customized resources to deliver results in line with organization’s mission.

Icon Image

Non-Discretionary Services

True extension of staff model and broadening of customized resources.

Icon Image

Inclusionary Portfolio

Discretionary Portfolio designed to achieve institutional results over a full market cycle.

Icon Image

Customized Inclusionary Portfolio

Customized Portfolio designed to achieve results in an asset class or segment of the portfolio.

Paradigm Institutional Investors is a Texas-registered investment advisor. See full disclosure HERE.