Asset Allocation
Alternatives Watch Research, Vidrio Release 2024 OCIO Outlook
Private equity and credit are expected to dominate asset mandates for the next 12 to 14 months.
Tag: OCIO
Corporate Moves
Mercer to Acquire Vanguard OCIO Business
Vanguard Institutional Advisory Services, its employees and clients will become part of Mercer next year.
Research
CFA Institute Produces Plan to Gauge OCIO Performance
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.
Corporate Moves
Global Endowment Management Hires Dogan Perese as COO
Perese previously spent 14 years at Bridgewater Associates.
Corporate Moves
US Bancorp Names Marc Ammaturo to Key Institutional OCIO Post
The finance veteran will helm distribution efforts in the firm’s expansion bid.
Asset Allocation
BAE Systems Outsources Management of 2 UK Pension Funds to Goldman Sachs
At 23 billion pounds, the OCIO mandate is the largest in UK history, according to the asset manager.
Corporate Moves
New CIOs Join Mercer, Principal
Mercer names a leader for its US outsourced CIO practice, and Principal Asset Management appoints a CIO and global head of equities.
Risk
OCIO Assets Plummeted With Markets in 2022, but Don’t Call It a Crisis
For the top 8, including Mercer and BlackRock, last year marked an unaccustomed reversal of fortune, a study by Charles Skorina found.
Corporate Moves
Howard Perlow Named Angeles Investments’ 1st CEO
The investment firm also promoted David Brief to head of its OCIO practice.
Newsmakers
Mercer Promotes Kruse to Head of US OCIO Business
Kruse had worked at Willis Towers Watson for more than 15 years before joining Mercer in 2021.
Research
How to Measure OCIO Performance
A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.
Asset Allocation
Endowments, Foundations Increase OCIO Use, but Underutilize Alts
A CAPTRUST survey also found that the number of nonprofits allocating to ESG investments decreased in 2022.
Manager Selection
Global Endowment Management Names Stephanie Lynch Managing Partner
Matt Bank and Jay Ripley are named deputy CIO and deputy MP, respectively.
Research
OCIO Industry Set for Strong Growth, Alts Expansion
One out of four asset owners expect to use an outsourced chief investment officer in the next two years, says report.