Is an outsourced CIO in your future?

The need for specialized pension expertise is prompting a growing number of pension plan sponsors to partner with an outsourced chief investment officer (OCIO). According to the research firm Cerulli, OCIO assets nearly doubled from 2015 to 2019, growing from $1.3 trillion to more than $2.3 trillion. Pension plans represented the largest share of the OCIO market.

Download this research to gain key insights on the burgeoning OCIO trend, including:

  • The primary challenges plan sponsors face when managing a pension.
  • When it makes sense to use an internal team, a consultant, or an OCIO.
  • How to decide if an OCIO is a good fit for your company.
  • What to expect from the OCIO relationship.


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For institutional use only. Not for distribution to retail investors.


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