Newsmakers
Sargent McGowan Named CIO for Endowments and Foundations at Brown Advisory
McGowan was previously managing director and acting CIO of UVIMCO.
Tag: OCIO
Newsmakers
Northern Trust Seeks Head of OCIO Business
The new position will oversee the unit’s $112 billion in assets under management.
Pensions
Aon Adds $4.56B in OCIO Assets With 3 New Clients
A defined benefit pension administered by the company is among the funds outsourcing assets in its EMEA region.
Pensions
Nokia Named Mercer as OCIO for US Retirement Plans
The telecom giant outsourced the investment of its defined benefit pension and defined contribution portfolios.
Newsmakers
Michael Hughes Appointed to Lead Portfolio Management at Verus
Hughes will lead investment management efforts across the firm’s OCIO business.
Newsmakers
Russell Investments Adds Heier to Lead Institutional Client Service
Previously at Verus Investments, Shelly Heier steps into a new role at Russell.
Pensions
Shell to Outsource $30B Pension to BlackRock
The OCIO transaction will cover 30,000 members of Stichting Shell Pensioenfonds.
Newsmakers
Shelly Heier, President of Verus, to Depart This Month
Her duties will be taken up by the investment consultant’s CEO and CFO.
Newsmakers
University of Utah Seeking Director of Investments
The investment chief will oversee the university’s endowments, alongside a yet-to-be-selected OCIO firm.
Newsmakers
Rich Joseph Appointed Head of Growth for WTW’s US Investment Business
The retirement executive spent more than 20 years at Mercer.
Pensions
UPS Hires Goldman Sachs Asset Management as OCIO for $43.4 Billion Pension Plans
The company's investment staff will join GSAM, following one of the largest OCIO mandates to date.
Newsmakers
John Stuntebeck Appointed Director of Client Development at OCIO Provider TIFF
Stuntebeck will work with nonprofit clients at the firm.
Corporate Moves
Cerity Partners Merges with Agility in OCIO Push
After the deal closes, Agility will be called Cerity Partners OCIO
Asset Allocation
Alternatives Watch Research, Vidrio Release 2024 OCIO Outlook
Private equity and credit are expected to dominate asset mandates for the next 12 to 14 months.