Tag: outsourced chief investment officer
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.
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
Strategic Investment Group Names New Heads of Investment, Private Markets
Brendan Burke will lead the investment team, while Kevin Killeavy will oversee private markets.
Asset Allocation
How Big Is OCIO Market? At Least $4.79T, per Chestnut Advisory
Outsourced CIO assets are at least 25% larger than average estimates, the investment consultant found.
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.
Pensions
Shell to Outsource $30B Pension to BlackRock
The OCIO transaction will cover 30,000 members of Stichting Shell Pensioenfonds.
Corporate Moves
Cerity Partners Merges with Agility in OCIO Push
After the deal closes, Agility will be called Cerity Partners OCIO
Pensions
Eastman Kodak to Shift Pension Assets to NEPC
The company has shut down its internal investment office and made other plans based on the pension’s overfunded status.
Asset Allocation
BAE Systems Outsources Management of 2 UK Pension Funds to Goldman Sachs
At 23 billion pounds, the OCIO mandate is the largest in UK history, according to the asset manager.
Newsmakers
Mercer Promotes Kruse to Head of US OCIO Business
Kruse had worked at Willis Towers Watson for more than 15 years before joining Mercer in 2021.
Research
How to Measure OCIO Performance
A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.