OCIO Graduates From Education Phase (US)

The outsourced chief investment officer business continues to evolve. While OCIO providers still reach out to the industry’s traditional base of defined benefit clients, the second phase is adding business from other institutional investors. According to Pensions & Investments’ latest annual survey, worldwide assets managed by OCIO providers rose 4.7% to $1.82 trillion for the 12 months ended March 31. In the U.S., OCIO managers saw a 67.2% jump in outsourced assets under management, with U.S. endowments at $47.6 billion as of March 31, while mandates with U.S. defined contribution clients grew 44.2% to $164 billion.

Download Pensions & Investments’ roundtable with Heather Myers, partner and nonprofit practice leader at Aon, to learn about the OCIO model.

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Webinar: Investment Implications for Qualified Defined Benefit Plans (US)