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
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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.
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A Note from the Author
OCIO Service Model Remains In-Demand
Laura Levesque, CFA
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.
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