Outsourced CIO

Practitioner’s perspective, precise implementation: Understanding and addressing complex investment challenges is our expertise.

$3.7 billion

average OCIO client size*

20+ years

experience providing OCIO services

$92.7 billion

OCIO assets under management*

80+ professionals

on our OCIO team*

Designed for Large, Complex Plans

Our OCIO offering is designed specifically for the needs of large, complex corporate plans. We built it this way because that’s our heritage.

True Open Architecture

We don’t force your assets into a shared model that is built for scalability. Instead, we are able to work with whatever managers and vehicles you currently have in your plans. We have built deep relationships with more than 300 managers across the universe of public and private asset classes. If we don’t already cover a specific manager in your portfolio, we will initiate research on that manager.

Alternatives Expertise

Alternative asset classes are increasingly important to large plans, providing valuable sources of alpha and diversification—while also adding complexity in terms of managing risk and liquidity. We have one of the industry’s deepest dedicated alternatives teams, with more than 50 professionals who have an average of 22 years of experience. This allows us to help clients optimize their use of alternatives on both a strategic and tactical level.

Coordination of Multiple Plans

Many large plans comprise several sub-plans, all with different funding statuses and boards. We have experience working with these complex situations and are able to provide recommendations on how to operate the plan more efficiently and when plans should be consolidated. We focus on assessing risk at the total plan level and managing that risk through strategic allocations and tactical portfolio decisions.

ESG Integration

As a leader in socially responsible investing, we are able to create customized portfolios for clients committed to ESG investing that are designed to reflect each client’s unique priorities without compromising long-term returns.

Oversight of Service Providers

Large plans often use a complex web of outside service providers. Serving as an extension of your staff, we provide oversight of your third-party partners and ensure that they follow best practices.

Robust, Comprehensive Reporting

We provide reporting that goes beyond simply showing performance by manager or asset class. Instead, we create customized reports for our clients that show risk, asset allocation, and performance for the total plan.

Direct Access to Investment Professionals

We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed, not by a relationship manager, but by two seasoned investment professionals:

OCIO Executive 
Serves as your primary day-to-day contact and ensures that plan-specific goals and objectives are at the center of all decisions made throughout our investment governance model.

OCIO Strategist
Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

To learn more about our team and governance structures, .

Our Latest Thinking

The average defined benefit plan hires too many managers, which can significantly reduce active risk, increase fees, and limit the ability to meet return objectives for plan sponsors.

IQ Magazine

In the US, corporate tax cuts open possibilities for businesses with defined benefit plans to improve their funded status or make asset allocation shifts that could ease pension burdens over the long run.

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*As of June 30, 2018