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U.S. Outsourced Chief Investment Officer Function 2021

A Focus on Benefits and Drawbacks of Vehicle Choices

Fees, Market Sizing, and Report Standardization

  • Take a deep dive into factors driving replacement searches
  • Learn about updates on developing industry best practices for performance reporting, fee structures, and communications

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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) market, including market sizing, demand and anticipated growth across client segments, types of outsourcing arrangements, functions outsourced, obstacles to uniformity across provider (i.e., performance track record and fees), and reasons why institutions are outsourcing. The report also examines OCIO providers, industry consolidation, and distribution strategies used by asset managers building relationships with OCIO providers.

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