Building Blocks and Costs of an Internal Investment Office OCIO Selection | Industry Resources Governance By Strategic Investment Group February 21, 2024 Managing an investment office for institutional investors can be a complex and costly endeavor. Read More
Nonprofit News Special Report 2024: Traditional Investments Outlook OCIO Oversight | Industry Resources Traditional Investments; 2024 Market Outlook By Colin Rajala - Nonprofit News January 4, 2024 2023 was supposed to be a down year for foundations and endowments with a potentially recessionary environment, however, equity and bond returns came out in the green, thanks in part to strong fourth quarters, leaving investors and allocators with a more optimistic outlook for their portfolios en Read More
Vidrio, Alternatives Watch Research Publish 2024 OCIO Report OCIO Selection | Industry Resources Private Equity; OCIO By Vidrio Financial and AW Research December 18, 2023 Vidrio Financial, in association with AW Research, surveyed some of the longest-running OCIO businesses with assets under advisement totaling over $660 billion. The aim was to determine not only what was keeping them up at night but to find out the strategies and the operations that are refining what they provide to non-profits going forward. Read More
Mercer to acquire Vanguard's outsourced CIO business OCIO Selection | Industry Resources OCIO By Palash Ghosh - P&I December 5, 2023 Mercer has reached an agreement to acquire the outsourced chief investment officer business of Vanguard. Read More
Pensions & Investment's Special Report Investment Outsourcing & 2023 OCIO Survey OCIO Selection | Industry Resources Survey, List of OCIOs By Palash Ghosh - P&I July 17, 2023 Demand for the services of OCIOs is likely to remain robust in the coming years as institutions face a persistently volatile market environment requiring professional expertise, while the growing appeal of high-returning alternative assets will also buoy the need for OCIOs. Read More
CIO Magazine's 2023 OCIO Survey with List of OCIO Providers Industry Resources Survey, List of OCIOs By Chief Investment Officer Magazine June 13, 2023 Asset owners are increasingly adopting outside help, as 7% expect to go the OCIO route over the next several years. Read More
Asset Mgr OCIOs Face Conflict Questions from Search Consultants OCIO Selection | Industry Resources Search Consultant, Conflicts of Interest By Sam Heller - FundFire April 17, 2023 Some OCIO search consultants are worried about managers loading up OCIO portfolios with their own investment strategies, with some declining to recommend OCIOs that include too many proprietary products in their portfolios. Read More
How to Measure OCIO Performance OCIO Oversight | Industry Resources Performance Measurement By Larry Light - Chief Investment Officer Magazine April 14, 2023 The outsourced CIO model has exploded, overseeing $3 trillion in institutional assets, more than triple the level of 15 years ago. But it still has a way to go in improving the transparency that asset owners need from OCIO providers entrusted with managing holdings. Read More
Endowments, Foundations Increase OCIO Use, but Underutilize Alts OCIO Oversight | Industry Resources Asset Allocation By Michael Katz - Chief Investment Officer Magazine March 13, 2023 Endowments and foundations are too light on alternative investments, increasingly use outsourced CIOs and have cooled off a bit on environmental, social and governance issues, among the findings of a recent survey from CAPTRUST Financial Advisors. Read More
OCIOs Bet on ESG Know-How to Win Over Nonprofits Industry Resources ESG By Justin Mitchell - FundFire August 10, 2022 Environmental, social and governance expertise is increasingly becoming a trump card for outsourced chief investment officers, or OCIOs, looking to gain traction with nonprofits in a crowded marketplace. Read More
CFA Institute: Let’s Find Out How to Measure OCIO Performance OCIO Oversight | Industry Resources Asset Allocation, Performance, Performance Measurement, GIPS By Larry Light - Chief Investment Officer Magazine July 25, 2022 Outsourced CIOs are a fast-growing part of the financial world, enabling asset allocators to farm out investment management. But how can institutions gauge the track records of OCIOs, a disparate group with wide-ranging approaches to investing? Read More
CFA Institute Rounds Up Working Group to Help Develop GIPS Standards for OCIOs OCIO Oversight | Industry Resources GIPS, Performance Reporting, Governance By Justin Mitchell - FundFire July 22, 2022 The CFA Institute has assembled a working group to help it decide on a method to measure the performance of outsourced chief investment officer, or OCIO, firms based on the Global Investment Performance Standards, known as GIPS. Read More