Report

U.S. Outsourced Chief Investment Officer Function 2025

Growth Drivers Shaping the Future of the Industry

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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Report US OCIO 2020 Detail

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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.

A Note from the Author

The OCIO Industry Is Maturing. What Does This Mean for OCIO Providers?

Christopher Swansey

Christopher Swansey

Associate Director

Bio →

Christopher Swansey

Christopher Swansey

Associate Director

Christopher is an Associate Director on the Institutional team where he leads the annual Outsourced Chief Investment Officer (OCIO) report and supports various strategic consulting projects throughout the year. He has previously led the annual Institutional Markets and Insurance General Accounts reports. He also leads the Institutional Investor Research Collaborative (IIRC), a research effort focused on connecting with and learning from institutional investors.

Christopher was a Senior Analyst at Mercer working within their executive compensation consulting practice before joining Cerulli in 2018.

Full biography here.

Asset concentration, consolidation, and standardization are the latest signs that the OCIO industry is moving along the business lifecycle. These shifts raise important questions about how providers will adapt and compete in the future. According to our research:

  • The U.S. OCIO industry has rapidly expanded, more than tripling in size (by assets) in less than a decade. Growth is expected to continue, with assets projected to reach more than $5.6 trillion by year-end 2029.
  • Nearly $1.3 trillion in new client assets are expected to flow into the OCIO industry over the next five years. Nearly half of the new assets are expected to come from corporate defined benefit or contribution plans (43.4%).
  • As OCIO providers focus on their business development strategies, it will be essential to understand the remaining addressable opportunity in each channel and the volume of organic growth coming into the OCIO industry from each channel.
  • Looking ahead, competitive dynamics are anticipated to change. Larger OCIO providers will likely increase fee pressure on smaller competitors. If organic growth opportunities eventually decline, large OCIO firms are expected to seek inorganic growth through acquisitions.

For more on the growth opportunities and the challenges ahead, access our report, U.S. Outsourced Chief Investment Officer Function 2025.

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