Research
OCIO to See $1.3T in Inflows by 2029
Growth in defined contribution channels is expected to lead outsourcing assets to $5.6 trillion by the end of the decade, according to Cerulli.
Tag: Outsourced CIO
Asset Allocation
Eli Lilly and Co. Selects Goldman Sachs for $25B OCIO Mandate
The company’s CIO, Susan Ridlen, retired in August, and Goldman Sachs Asset Management will now manage its portfolio.
Newsmakers
Rich Nuzum Speaks About What’s Next for OCIO
The Franklin Templeton outsourcing chief discussed the rapid growth of the industry in a CIO webinar.
Pensions
Larger Deals Shape UK’s OCIO Trends
Outsourced and fiduciary managed assets rose $153.31 billion over the past year, according to Quantum Advisory.
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.
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
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.
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.
Surveys
Response Deadline Now June 6 for 2025 CIO Outsourced Investment Manager Survey
A growing number of asset owners, plan sponsors, and institutional investors are turning to outsourced CIOs and 3(38) managers to support their investment oversight. Tell us about what drives these decisions and the value these arrangements provide.
Corporate Moves
University of Utah Selects Cynosure as OCIO for $1.8B Endowment
The Salt Lake City-based fiduciary manager was selected from 50 potential service providers.
Newsmakers
Capricorn Investment Group Adds to OCIO Practice
Mark Berryman and Nick Flores joined the firm as partners from multi-family office Caprock.