U.S. Outsourced Chief Investment Officer Function 2023
A Deeper Dive into OCIO Clients
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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Mason Gillespie
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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.
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A Note from the Author
Private Wealth Pays a Call to OCIO Providers
Laura Levesque, CFA
Director
Bio →
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.
Despite a year of poor market performance, the outsourced chief investment officer (OCIO) service and investment model is experiencing burgeoning demand from private wealth clients and will continue to see adoption. According to Cerulli, the private wealth market segment is projected to grow 16% annually through the end of 2027, the most among all OCIO client types.
Much of the demand is driven by a desire for exposure to institutional-quality investment opportunities, namely alternative investments. The OCIO model and OCIO providers provide access to higher-quality investments often, are often less costly than that of an in-house investment team, and offer the ability to implement changes to the investment portfolio more quickly than an investment committee. While differences between a truly institutional client and a private wealth client mean some adjustments will need to be made to service these clients, the future growth opportunity is very attractive to OCIO providers.Learn more about what’s driving this trend and more with our latest report, U.S. Outsourced Chief Investment Officer Function 2023. Access full market sizing and assess demand and adoption across client segments.
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