Asset Allocation
As OCIO Assets Grow, GIPS Standards Aim to Bring Consistency to Performance Reporting
Institutional clients increasingly seek to partner with outsourced providers who are GIPS compliant.
Tag: Outsourced CIO
Risk
More Volatility or Economic Fallout? How Long-Term Investors Can Identify and Manage Risk
The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios.
Asset Management Culture
Post-OCIO Life: What Happens to Investment Teams After Outsourcing
The decision to outsource investments often faces pushback from investment staff, many of whom soon have to find new roles.
Newsmakers
Morgan Stanley’s OCIO Boss Sees Scale, Differentiation Supporting Growth
Sona Menon, Morgan Stanley Wealth Management's head of OCIO, says growth is strong among retirement, high-net-worth, endowment and foundation clients, with growing interest from insurers.
Corporate Moves
OCIO Fiducient Advisors Acquires Plan Consultant Axia Advisory
The retirement plan consultant brings $1.9 billion in assets to the growing firm.
Newsmakers
TIFF Promotes Trevor Graham as Co-CIO
The firm's head of equity and deputy CIO will join Jay Willoughby in the joint role.
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.
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.