A dedicated resource for OCIO search consultants


Our latest U.S. AUM and client data as of 6/30/2022


U.S. Defined Benefit 1981 14.9 years 78 $29.0 B $538 M $184 M
U.S. Defined Contribution 1982 18.2 years 26 $7.2 B $461 M $72 M
U.S. Non-Profit & Healthcare 1983 11.0 years 39 $22.8 B $585 M $115 M

AUM and client counts as of 6/30/2022. *Not exclusive.

Insider insights

In the news

Mountain road

What's your clients' succession strategy for managing your DB plan?

There aren't a ton of recent college grads targeting a career in the DB management space. So how do your clients manage succession risk for their DB plan? Want to hear how the former CIO of Pacific Gas and Electric managed succession risk? We tap Peter Corippo, who ran the DB function at PG&E—one of the largest DB plans in the U.S.

Succession planning is a critical part of the management of all well-run organizations. Turnover has always been a known challenge. Clients can explore the ins and outs of different approaches to this complicated issue.

Peter Corippo

Peter Corippo

OCIO solutions: Peter Corippo discusses why more corporate DB plans are moving to an OCIO solution

In response to strong client demand, outsourced CIO managers are developing new investment strategies or enhancing existing approaches to improve diversification for defined benefit and defined contribution plans and other asset owners.

"We're seeing very strong demand from corporate defined benefit plans on the LDI track that continue to move from open to closed to frozen," said Peter Corippo, Russell Managing Director, Fiduciary Solutions-Retirement, in a July Pensions & Investments article.

Source: Pensions & Investments. (2022, July 1). “Managers see demand for innovation.”



Powell pivot postponed

Could the Fed continue to tighten while the economy weakens? Will the energy crisis drag Europe into a recession? Will growth in China continue at a meager rate? Check our our just-released Q4 Global Market Outlook for the latest insights from our global team of strategists.

Resources for your clients

Curated resources developed for use with your clients

Outsourced CIO (OCIO)

An OCIO partner can elevate your investment program

With rising costs and labor shortages, find out how these four must-haves in a skilled outsourced chief investment officer provider can help improve investment programs for clients with limited resources and bandwidth.

What is OCIO, and what an organization needs to know

A webpage filled with resources and information on how OCIO outsourcing can help an organization deepen their resources, respond rapidly in a crisis, lower investment costs, and more.

OCIO investment outsourcing guide

Tools and practical advice to help your clients determine the right investment model for their organization.

Defined benefit

A corporate pension finance handbook

The challenge of efficiently managing a pension plan continues to grow for your clients, and simple, practical guidance is more valuable than ever. Our updated fourth edition addresses significant new developments.

Frozen plan handbook

Our frozen plan handbook, which is designed as a simple, illustrative guide for your clients who have already frozen–or are considering freezing–their pension plans may help in their decision-making.

Healthcare systems

Healthcare fiduciary's guidebook

This guidebook helps manage the complexity surrounding a healthcare fiduciary's investment programs and ensure alignment with an organization's financial goals.

Defined contribution

A defined contribution retirement plan handbook

The challenges for clients managing a DC plan continue to become more complex. Our third edition to addresses this continued evolution.


The non-profit fiduciaries' guide

A guide for effectively managing an investment program and meet mission-driven goals—whether as part of discussions with a non-profit fiduciaries' current investment committee or board, or as staff or new committee members are onboarded.

The non-profit investment outsourcing guide

Provides practical advice, planning tools and best practice information to help your clients successfully fulfill their non-profit fiduciary responsibilities.

Key reasons why non-profits should consider OCIO

With donors tightening their belts in the face of rising interest rates and inflationary forces, non-profits need to consider growing their current funding pool to guarantee their future, while maintaining enough liquidity to fund their immediate activities.


We'd love to talk.

Jeremy Freise

Jeremy Freise


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