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Webinar Recording

U.S. Outsourced Chief Investment Officer: Market Viewpoints

April 30, 2020

While the outsourced chief investment officer (OCIO) market shows signs of maturity, opportunities for growth remain.

Laura Levesque, CFA

Laura Levesque, CFA

Associate Director

Bio →

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.

Summary

While the outsourced chief investment officer (OCIO) market shows signs of maturity, opportunities for growth remain. Join Cerulli’s Laura Levesque, associate director, for a discussion on the OCIO market and key implications for OCIO providers, asset managers, asset owners, and search consultants.

This presentation addresses:

  • Uncover key trends driving adoption of the mode
  • Understand the growing importance of OCIO search consultants
  • Gain new takeaways for asset manager engagement
  • Identify areas to strengthen standardization, including performance track records

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