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.
Tag: OCIO
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.
Pensions
Corporate Pension Sponsors’ Use of OCIO Services Is Growing, While Interest in Risk Assets Wanes, Research Finds
Vanguard’s 2022 pension sponsor survey explores how the global pandemic, market volatility and rising inflation influenced pension decisionmaking.
Newsmakers
Vanderbilt Medical Ousts CIO, in Echo of Hartford HealthCare Bloodletting
Alaine Zachary, investment chief of the Tennessee hospital system since 2015, sees Morgan Stanley’s OCIO group take over her job.
Investment Consultants Reevaluate Priorities as Several Long-Tenured, Top Names Change Firms
COVID, growing shift to OCIO and other factors fueled ’Great Resignation.’
Asset Allocation
CFA Institute: Let’s Find Out How to Measure OCIO Performance
The industry group is working on adopting GIPS to apply to outsourced investment management.
Newsmakers
Willis Towers Watson, State Street Join AlphaNasdaq OCIO Indices
The two asset managers bring the total number of providers in the collection to 46.
Newsmakers
Please Take Our OCIO Survey
It takes just 10 minutes—and yields abundant insights into this vital function.
Asset Management Culture
Russell Investments Commits to Carbon-Neutral Portfolios by 2050
Outsourced CIO provider with $326.9 billion in AUM joins Net Zero Asset Managers Initiative.
OCIO Roundtable (Part 2): Surprises and Best Practices Through COVID-19
With due diligence limited, thought leaders from leading OCIO firms discuss their processes for navigating after the coronavirus crash.
Asset Allocation
The Appeal of OCIOs: Questing for Good Returns
Asset managers are turning to outside helpers as a kind of extra ammunition.
How to Transform an Investment Process
CIOs discuss moving the decision-making process from a board- or consultant-driven one to one that is staff-directed.