OCIO
Fees paid to OCIOs by U.K. pension funds fell significantly amid market volatility, the end of the bull market and pricing competition.
More investors are interested in whole-portfolio OCIO solutions, putting the onus on managers to adapt to a highly customized environment.
More investors are interested in whole-portfolio OCIO solutions, putting the onus on managers to adapt to a highly customized environment.
Demand for OCIO services is likely to remain robust in the coming years as institutions face a persistently volatile market environment.
Experts are divided on whether the hiring process for OCIOs is getting easier, despite growing demand for such services.
Greater scrutiny on plan design and performance is driving more DC plan sponsors to consider outsourced CIO arrangements.
Experts think OCIOs will continue to amass more assets as investing markets become more complex and difficult to navigate.
Executives of OCIO managers said their existing and prospective clients are pushing them to include more diverse money managers and more ESG and DEI.
Increased market volatility, the growing prominence of ESG and alternative assets will shape demand for OCIOs, providers say.
In response to strong client demand, outsourced CIO managers are developing new investment strategies or enhancing existing approaches.