Report

U.S. Outsourced Chief Investment Officer Function 2021

Revisiting Performance Track Records

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

$19,500

Discounts available for bulk purchase

Report US OCIO 2020 Detail

Buy Now

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.

Included with Purchase

Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

Executive summary

Executive Summary

Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.

Interactive report dashboard

Interactive Report Dashboard

Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.

Analyst support

Analyst Support

Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends.

Data

Data Behind the Report

Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.

Digital

Digital Access

Access your reports digitally anytime, anywhere, on any device through our client portal.

A Note from the Author

More Nonprofits Seek OCIO Services

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.


Nonprofits are increasingly seeking the services of outsourced chief investment officers (OCIOs) and are expected to contribute robust growth to the market for the next five5 years. 72% of OCIO providers expect most of that growth to come from clients with assets under management (AUM) between $101 million and $500 million.,

Despite strong returns and an increase in donations during the pandemic, nonprofits have experienced strained operating models, which is driving their interest in the OCIO service models. OCIO providers that have traditionally serviced defined benefit (DB) or defined contribution (DC) plans will likely need to develop or acquire new capabilities to specifically service the unique requirements of this segment of the market. They should be prepared to:

  • Evaluate and possibly enhance private investment benches
  • Prepare to service more complex environmental, social, and governance (ESG) services
  • Devote more resources to educate committee members on the OCIO relationship to best service the AUM

Learn more about the evolving OCIO landscape, including market sizing, forces of growth, fee arrangements, performance reporting, and demand and needs across client segments, with Cerulli’s latest research, U.S. Outsourced Chief Investment Officer Function 2021: Revisiting Performance Track Records.

Contact us

Want more information?

Learn more about this report and related Cerulli research.

Contact Us

You May also be interested in:

  • Annual report
  • The Cerulli Edge
  • Cerulli Lodestar
Consulting Page module Rocket 120820

CUSTOM RESEARCH & STRATEGIC CONSULTING

Cerulli for Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn more

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.