Outsourced Chief Investment Officer

The Optimal Outsourced Chief Investment Officer

For institutional investors, the choice to engage an Outsourced Chief Investment Officer, or OCIO, is one of the most critical decisions that an organization can make.

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Why Outsourcing Investments Pays in Times of Crisis

Effectively managing an organization’s investment portfolio can be challenging in the best of times – especially when the task is not a business leader’s only responsibility.

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The Rise Of The Outsourced Chief Investment Officer

Overview In the eight years following the global financial crisis, a combination of ultra-low interest rates, market volatility, low growth, and tightening regulatory standards have all impacted...

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The Evolution of OCIO

Heather Myers, Non-Profit Solutions Leader at Aon Investments, spoke with Pensions & Investments about the evolution of the outsourced chief investment officer (OCIO) for non-profit organizations.

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OCIO Graduates From Education Phase

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Partial OCIO: The Best of Both Worlds for Some

The article below outlines how a partial outsourced Chief Investment Officer ("OCIO") arrangement can be a benefit to investment plan sponsors. By understanding partial OCIO relationships,...

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6 Benefits of an OCIO for a DC Plan

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Could Partial OCIO Delegation Improve Your DC Plan Participant Outcomes?

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Understanding Your Non-Profit's Needs and Assessing OCIO Governance

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OCIO | Lessons From 2020

The pandemic has challenged everyone in many ways – personally & professionally. What lessons can one take from this experience & how might they inform the next generation of OCIO providers & clients?

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