Report

U.S. Outsourced Chief Investment Officer Function 2020

Strategies for Identifying Client Needs and Winning Mandates

Fees, market sizing, and report standardization

  • Understand the challenges of defining performance reporting standards, barriers that exist, different schools of thought, and efforts underway to create standards in the next two years
  • Size the U.S. OCIO market, which includes several assets under management (AUM) breakouts, growth rates, and a provider leaderboard
  • Review the OCIO services and fees landscape, including opportunities and challenges that exist for providers and key recommendations for successful relationships

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Report US OCIO 2020 Detail

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Mason Gillespie

Mason Gillespie

Senior Account Manager

Summary

Explore the evolving outsourced chief investment officer (OCIO) landscape, including market sizing, forces of growth, demand and needs across client segments, use of OCIO search consultants, and the various challenges facing providers, asset managers, and consultants. This report also highlights the differences between how the OCIO model is used by different client types, including advisory fee differences and types of services used, and the rise of OCIO search consultants.

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A Note from the Author

Meeting New Calls for Transparency in the OCIO Market

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.

Adoption of outsourced chief investment officer (OCIO) services is on the rise as more asset owners seek enhanced portfolio governance at a time of increased market volatility. At the same time, search consultants and asset owners are demanding greater transparency.

As it nears $2 trillion in U.S. assets, the OCIO industry is getting more attention. Pressure for performance standards continues to grow from asset owners, search consultants, and OCIO providers as concerns over transparency into underlying investments, fees, and the comparability of performance track records remain a top challenge.

Learn where providers can continue to increase their capabilities and explore the evolving outsourced CIO market, including market sizing, demand, and anticipated growth across client segments, with our in-depth analysis found in our report: U.S. Outsourced Chief Investment Officer Function 2020: Strategies for Identifying Client Needs and Winning Mandates.

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