We exist to empower you.
GoCIO is a licensed provider of discretionary investment management services (DIMS).
We provide investment management capability so you can focus on the people and responsibilities that matter most.
GoCIO is owned by the Generate Group, which manages $10bn, and has helped over 210,000 New Zealanders build and protect their wealth.
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Your Investment Team
Institutional expertise, outsourced.
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Process and Implementation
We build the portfolio, run it, and report on it.
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A Lasting Partnership
You set the goals. We help you get there.
What GoCIO does
Under a DIMS, GoCIO designs, builds, and manages diversified portfolios within a mandate agreed with your client. The governance, the portfolio construction, the monitoring and the reporting are all handled by our expert investment team.
Why use a DIMS?
- A DIMS lets you offer a professionally managed investment solution without managing portfolios yourself
- Professional portfolio management
- Access to investment expertise and governance
- Consistent portfolio implementation
- Reduced investment administration
- Regular reporting and online access for advisers and clients
- Independent custody through Adminis NZ, who look after over $25bn across 230+ funds
Why work with us?
GoCIO helps advisers scale their business by providing the investment expertise, governance and portfolio management that sit behind a modern investment proposition.
Trustees come to delegate the investment management while keeping the fiduciary responsibilities that are theirs to hold. In both cases the goal is the same: you stay focused on the relationship and the duty, and the investment engine behind you is governed, documented, and run to an institutional standard.