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Webinar Recording

U.S. OCIO: Remapping Client Types and Investment Needs

April 25, 2024

Demand for outsourced chief investment officer (OCIO) services remains high as institutional investors make strategic shifts in their asset allocations and others look to OCIO providers to address the challenges of inflation, market volatility, and lower-than-expected investment returns. Cerulli expects that by the end of 2027, U.S. OCIO assets under management (AUM) will exceed $3.9 trillion—a growth rate of approximately 10.3% per year.

Understanding the current and projected investment and service demands from OCIOs—and the institutions they serve—will become increasingly important to asset managers and other third-party providers seeking to win marketshare. Join Laura Levesque, CFA on Thursday, April 25, as she provides an overview of the market and shares Cerulli’s perspective on where the industry is headed and the players that are poised for growth.

This 45-minute session will address:

· Shifting client types, service demands, and implications for third parties

· Standardized performance reporting and implications

· Projections for future asset growth by client segment: endowments and foundations, retirement plans, and health and hospital systems

Presented by:

Laura Levesque, CFA

Laura Levesque, CFA


Bio →

Laura Levesque, CFA

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.

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  • Annual report
  • The Cerulli Edge

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