Pensions
Shell to Outsource $40B in European Pension Assets to Goldman Sachs
The mandate is one of the largest for the asset manager, which oversees $450 billion in OCIO assets.
Tag: OCIO
Opinion
A Holistic Evaluation of Custom Solutions
Using a holistic value measurement framework is an important evolution when evaluating the performance of an outsourced investment provider, writes an executive from Chestnut Advisory Group.
Pensions
Berenberg, Lurse Awarded First OCIO Mandate
The two firms had previously partnered to offer outsourced CIO services to German occupational pensions.
Asset Allocation
Endowments Could Turn to OCIO Amidst Tax Hikes, Liquidity Pressures
Outsourced CIOs with expertise in complex tax situations have an edge for attracting new clients, according to Cerulli Associates.
Asset Allocation
Community Foundation of Herkimer and Oneida Counties Picks OCIO
Already the social impact investor’s investment consultant, Crewcial Partners will take fiduciary management over the $220 million portfolio.
Opinion
A Complex Environment for Investing, Governance Raises the Appeal of Investment Outsourcing
Insights from a Fidelity Investments portfolio manager on trends shaping investment strategies of small to midsize endowments and foundations in today's complex market environment.
Newsmakers
Franklin Templeton Taps Mercer’s Longtime OCIO Boss
After 33 years at Mercer, Rich Nuzum will spearhead FTIS efforts to grow its outsourced CIO business.
Pensions
UK Plumbing Pension Picks WTW as OCIO for $1.63B Plan
The Plumbing and Mechanical Services Industry Pension Scheme aims to eventually offload its liabilities to an insurer.
Corporate Moves
Brown Advisory to Acquire Marylebone Partners in International Push
The acquisition of the London-based investment manager will allow Brown to offer endowment-style investments to global clients.
Newsmakers
Former UMD Foundation CIO Named Chief Global Strategist at OCIO Provider Acansa
Sam Gallo had previously served as the CIO the University of Maryland Foundation.
Newsmakers
Vivek Jindal Named CIO of Caprock
The investment chief, formerly the CIO of Kore Private Wealth, most recently served as head of growth and private markets at Corient.
Newsmakers
Northern Trust Names Katherine McCabe to Lead OCIO Strategy
McCabe will spearhead relationships between Northern Trust’s asset servicing business and outsourced CIO providers in a newly created role.
Asset Management Culture
How CIOs, OCIOs Are Structured to Face New Investing and Operational Challenges
Market shifts and new technology have changed how CIOs organize their teams.
Newsmakers
Strategic Investment Group Names New Heads of Investment, Private Markets
Brendan Burke will lead the investment team, while Kevin Killeavy will oversee private markets.
Corporate Moves
Mercer, Mizuho Will Partner on OCIO Offerings in Japan
Under the bank’s Asset Management One subsidiary, the duo will offer outsourced CIO services to institutional clients.