Prime Capital Financial Seeks to Expand Client Base in OCIO Push
The advisory firm aims to make inroads with endowments and foundations.
Tag: OCIO
Goldman Sachs Becomes OCIO for $70B From Verizon, Lockheed Martin
This comes amid a wave of plan sponsors opting to outsource the investment management of their pension plans.
Janus Henderson Appoints Directors for Alts, OCIO, Insurance Client Coverage
Differentiated investment capabilities and customized solutions will be among the three new hires’ priorities.
Wealthspire Unit Acquires Retirement Plan Consulting Firm
Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.
US OCIO Market May Reach $4.3T by 2030
Last year, the US market for outsourced CIO services grew 16%, according to Chestnut Advisory.
Growth Expected in Outsourced CIO Business
A report from Cerulli Associates projected that $1.3 trillion will flow into new OCIO partnerships by 2029.
In Big OCIO Play, Franklin Templeton Hires Longtime Mercer Leader
After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to...
OCIO Market Totals Nearly $4.8T, Says Chestnut Advisory
The largest OCIO provider is Mercer, with $548 billion in outsourced assets under management. Captrust is the fifth largest provider,...
RIA Hightower to Take Majority Stake in NEPC
The deal will combine NEPC’s institutional investment, research and OCIO capabilities with Hightower’s rapidly growing registered investment advisory network.
Mercer Completes Acquisition of Vanguard’s Outsourced Investment Officer Business
Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division.
Mercer to Acquire Vanguard’s US OCIO Division
Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.
Retirement Industry People Moves
U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to...
More DC Plans Are Using OCIOs
Sponsors are looking for institutional-quality investment lineups and to reduce their fiduciary risk.
CIT Expertise Puts Advisers in the Driver’s Seat
Knowledge about and connections to the collective investment trust marketplace can be a key selling point for retirement plan advisers in 2020 and beyond—especially when serving small and...
Mercer Lays Out Goals for DC Plans for 2019
They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
2019 Planning for DC Plan Clients
Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.
Smaller DB Plans Rely More Heavily on Third Parties
There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.
DISRUPTION: Time to Consider an OCIO for DC Plans?
GSAM Head of OCIO Greg Calnon says his firm is increasingly focused on supporting defined contribution plan sponsors; while pension plans are still the majority of clients, the...
Two-Thirds of DC Consultants Charge Fixed Dollar Fees
This is down from three-quarters last year, a PIMCO survey found