Report

U.S. Outsourced Chief Investment Officer Function 2022

Industry Efforts for Standardization Kick Into High Gear

Fees, Market Sizing, and Report Standardization

  • Identify factors that are most important to different client types in an OCIO relationship
  • Examine OCIO providers, industry consolidation, search consultant influence, and distribution strategies used by asset managers building relationships with OCIO providers
  • Explore strategies used to retain OCIO assets when replacement searches or re-tenders are on the horizon

$20,000

Discounts available for bulk purchase

Report US OCIO 2020 Detail

Buy Now

Mason Gillespie

Mason Gillespie

Associate Director, Account Management

Boston HQ +1 617.437.0084

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 providers (i.e., performance track record and fees), and reasons why institutions are outsourcing.

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

OCIO Service Model Remains In-Demand

Laura Levesque, CFA

Laura Levesque, CFA

Director

Bio →

Laura Levesque, CFA

Laura Levesque, CFA

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.

The outsourced chief investment officer (OCIO) market is strong, with significant new opportunities for mandate wins and expansion in services from new or existing clients. About one out of four asset owners polled by Cerulli expect to use an OCIO in some capacity over the next 24 months.

Many market forces are driving demand from the OCIO model—inflation, interest rate hikes, market volatility, geopolitical uncertainty. As asset owners seek protection from inflation, they are looking for OCIOs that provide specialized experience in managing asset classes for which they do not think they have the appropriate level of expertise. These include emerging markets debt, private debt, infrastructure, and various real estate investments. Alternative asset managers could find strong opportunity to partner with OCIO providers for mandate wins.

Our latest report, U.S. Outsourced Chief Investment Officer Function 2022: Industry Efforts for Standardization Kick Into High Gear, provides in-depth analysis of this trend as well as full market sizing forces of growth, demand and needs across client segments, use of OCIO search consultants, and the various challenges facing providers. Learn more.

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
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.