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Outsourced CIO (OCIO) for institutional investors

By reducing your operational burden, you're free to focus on what matters most to you.

Choosing an OCIO

What is OCIO?

There are a lot of confusing terms in the marketplace. Fiduciary management. Outsourced CIO. Implemented consulting. Investment outsourcing. OCIO. All the competing terminology boils down to one basic value proposition: the idea that your investment program might be improved by delegating some day-to-day management responsibilities to a trusted provider.

In our experience, it's possible to not only delegate many of your current duties, but to dramatically enhance the sophistication and oversight of your investment program at the same time. In many cases, the OCIO model can result in cost reduction as well given the scale and efficiency the provider can leverage. If you have limited investing resources, we can serve as a virtual extension of your staff–a role we've been fulfilling for our clients for nearly 40 years.

Why are many institutional investors outsourcing?

The investing world continues to grow in complexity, challenge, and risk. A growing number of CFOs and investment committees are looking for support–for assistance that goes beyond advice and manager research to help shoulder the burden of fiduciary responsibilities.

We think this is more than a good idea. We believe that an objective review and investigation of management options constitutes a fiduciary imperative–particularly given today's investment environment and the recent rate of regulatory and accounting rule changes.

Retain control of what's important to you, and delegate the rest.

We employ hundreds of investment professionals to help our clients keep abreast of industry changes and innovations. Acting as a skilled and resourced extension of your team, we work to understand the goals that are most important to your organization and then customize a program – including the level of discretion you choose to delegate – to meet your specific organization’s needs.


Keeping pace with continually evolving markets, regulatory obligations, and administrative tasks is challenging and resource intensive.

Outsourced CIO can help reduce the burden, letting you focus on the areas that matter most to your organization. Managing investments is what we do all day, every day. Let us put our expertise to work for all the futures you've been entrusted with.

The case for investment outsourcing

We provide solutions for institutional investors across a variety of industries

Our focus is simple: to make your life easier. We create customized investment programs that tailor the level of outsourcing discretion to your unique needs.





benefit plans

We collaborate with DB plans to tackle funding and volatility issues, pension risk transfer strategies and more.




Defined contribution plans

We understand what's at stake–the hard work and savings of real individuals.




Non-profit organizations

To accomplish your non-profit's mission, you need the right investment approach.





We work together with healthcare organizations to help simplify and improve investment programs.

We are a leading global investment solutions partner, dedicated to improving people's financial security in a variety of ways.

Outsourced Chief Investment Officer (OCIO)

By reducing your operational burden, you're free to focus on what matters most to you.

Explore OCIO

Customized Portfolio

Combine your internal resources with our global capabilities and expertise designed to gain more portfolio control, limit costs, reduce risk and enhance returns.

Explore our solutions

Funds and

For investment solutions designed to deliver your desired outcomes, access our innovative range of products and service to complete your portfolio.

Funds and strategies

What are the benefits of investment outsourcing?

One of the key benefits of shifting to an investment outsourcing approach is streamlining the management of the investment portfolios, asset managers and vendor relationships by delegating as much of this oversight to your outsourcing provider.

Partnering with the right OCIO can potentially:

  • Improve performance
  • Streamline governance
  • Reduce cost
  • Increase time savings
  • Provide access to expanded resources
  • Deliver expertise specific to your organization, with dedicated practices in defined benefit, defined contribution, non-profits and healthcare systems.

A variety of simple, illustrative guides for fiduciaries

Whether you're a CEO, CFO, CIO, Trustee, Board Member, or Investment Committee member, you've got a lot on your plate.

With this in mind, we have created these helpful handbooks:

  • Corporate pension finance for defined benefit plans
  • Frozen plan handbook for defined benefit plans
  • Defined contribution plan management
  • Non-profit handbook
  • Hospitals and healthcare systems handbook
Request yours today


We're a globally recognized leader of institutional investment outsourcing.

We have a proven track record in investment outsourcing, with scale, client satisfaction, innovative solutions and decades of reliable expertise.

View our awards

Recent insights

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