Industry Resources

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?

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.

Institutional investors – and their search consultants – are struggling to compare the costs of outsourced chief investment officers, or OCIOs, as the market expands with a wide range of fee structures and approaches to underlying investments.

Increasing complexity of assets. A need to move quickly to adjust to volatile markets and uncertainty. Those are just a few of the reasons why industry experts and consultants say demand for outsourced CIO managers will only continue to grow.

The executive chairman and founder of one of the earliest OCIO firms urges investors to be cautious about new firms claiming to offer the same service.

Alpha Capital Management has unveiled a new set of indices to help asset owners measure the performance of outsourced chief investment officers, or OCIOs.

A need for heightened risk management is the leading impetus for companies to enlist outside help to manage investments.

In this report, Chestnut Advisory Group, examines the industry trends driving OCIO growth and discusses steps asset managers and OCIOs can take to ensure their firms benefit from this growth.

Some firms offering outsourced chief investment officer, or OCIO, services are plotting their next moves after a year of remarkable equity returns which some firms may use to separate themselves from the pack.

The majority of search consultants expect to see an increase in discretionary advisor searches over the next year, according to a new survey.

A new study shows more private and community foundations are using outsourced CIO services, but people in the space say clients also want some customization.