Entrance & Expansion

The U.S. OCIO Market

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Emerging Manager Series

Cerulli’s emerging manager series provides asset managers the insights they need to grow marketshare in the U.S. Covering the largest opportunities across institutional and retail channels, our perspectives will guide and bolster your strategic position. Get a closer look at the intelligence and experience we have to offer.

The U.S. OCIO Market Landscape

At $2 trillion in assets and less than 30 years old, the outsourced chief investment officer (OCIO) market represents burgeoning opportunity for institutional asset managers. Explore why this channel offers promise.

Building out an Approach

Evaluate what’s most important to OCIOs when evaluating managers. What are the service offerings that help managers stand out to OCIOs during the due diligence process?

Diverse Clients, Diverse Requirements

Understand the products and services that are in demand by OCIOs and their clients and evaluate whether your lineup will fit within a given mandate.

Addressability

Certain segments of the market are growing faster than others. Which segment of the OCIO market is right for your firm to target?

ESG

Environmental, social, and governance (ESG) principles are becoming increasingly important to institutional investors. Learn what they are looking for from OCIO providers and institutional asset managers.

Distribution Staffing

Finding and developing appropriate resources to expand into the channel will be critical to success. Assess whether you have enough of the right resources to gain a foothold into the channel.

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Strategic Consulting & Custom Research

Cerulli for Consulting

Are you looking for guidance on entering or expanding into the U.S. market? Contact us to learn more about how we can help you.

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Our team

Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

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Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.

Full biography here.

James Tamposi, CFA

James Tamposi, CFA

Associate Director

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James Tamposi, CFA

James Tamposi, CFA

Associate Director

James (Jack) is the lead author of Cerulli’s North American Institutional Markets report and sets the agenda for Cerulli’s periodical Institutional Edge publication. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.

Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.

Full biography here.

Christopher Swansey

Christopher Swansey

Senior Analyst

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Christopher Swansey

Christopher Swansey

Senior Analyst

Christopher is a senior analyst on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.

Dhiego Ramalho

Dhiego Ramalho

Analyst

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Dhiego Ramalho

Dhiego Ramalho

Analyst

As an analyst on the Institutional team, Dhiego coordinates, executes, and benchmarks surveys covering a variety of topics, including environmental, social, and governance, health and hospital systems, and insurance general accounts. He also assists the team in building exhibits and providing commentary.

Prior to joining Cerulli, Dhiego was a Cost Estimator at UG2, where he worked closely with the business development team to calculate the most competitive and efficient costs in response to RFPs and developed winning strategies alongside senior management to gain new business and grow existing partnerships.

Full biography here.

You may also be interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar

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