U.S. Outsourced Chief Investment Officer (OCIO) Market Outlook
April 28, 2022
U.S. OCIO assets grew 27% in 2021, reaching $2 trillion, and are expected to grow 7.5% annually to reach $3 trillion by the end of 2025. As market volatility persists, Cerulli anticipates demand for the OCIO service model will rise as institutional investors look to alternative sources for returns and for greater portfolio oversight. Cerulli’s Laura Levesque, associate director, takes an inside look at the market as well as the challenges and opportunities ahead.
Presented by:
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.
This 45-minute discussion will provide OCIO providers, institutional asset managers, and consultants with market sizing, forces of growth, and demand and service needs across client segments. Register to:
• Build your knowledge of OCIO providers, service offerings, and fees
• Understand the rise of OCIO search consultants
• Evaluate the importance of performance reporting standards and the implications for providers and consultants
• Explore how asset managers’ institutional sales and services teams are structuring to collaborate with providers and gain OCIO-intermediated assets
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