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