Data and Research | November 20th, 2025 Cerulli Projects $1.3T in OCIO Inflows by 2029 The market for outsourced CIO services has already tripled in size in the last decade, with more growth expected.
Opinions | March 19th, 2025 Selecting an OCIO: What Every Organization Needs to Know The right provider will bring education and insight that enable institutional asset allocators to make confident investment decisions.
Administration | March 1st, 2024 Kodak Outsources Management of Overfunded US Pension Plan NEPC will manage the outsourced assets, as Kodak considers how to 'maximize the value of the over-funding.'
Deals and People | January 22nd, 2024 Mercer Appoints Susan Potter Region President for US, Canada The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held...
Data and Research | September 29th, 2023 DC Capital Invested in Private Real Estate Is Growing Defined contribution capital invested in private real estate and the number of daily valued products available has increased, new data...
Deals and People | September 5th, 2023 Principal, Mercer Hire New CIOs Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced...
Deals and People | August 1st, 2023 Northern Trust Promotes Bob Parise to Head of North America Institutional Unit Parise had been the asset manager’s practice lead for public retirement funds and Taft-Hartley DC plan business.
Deals and People | May 23rd, 2023 GSAM Adds to Multi-Asset Solutions’ Resources Goldman Sachs Asset Management continues to add resources to outsourcing business with appointments to leadership roles.
Deals and People | May 19th, 2023 Retirement Industry People Moves Institutional Retirement Income Council names new board members; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...
Deals and People | March 22nd, 2023 PGIM Investments Hires Harris as New Managing Director The global asset management business of Prudential Financial hired an industry veteran to grow its institutional relationship group.
Deals and People | March 3rd, 2023 Principal Integrates Businesses With Renewed Focus on Retirement Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.
Deals and People | February 2nd, 2023 New OCIO Head for U.S. Bancorp’s Institutional Business The bank-owned asset manager promoted a new head for the practice to expand its market share.
Administration | April 15th, 2021 Questions Sponsors Need to Ask When Hiring a 3(38) Fiduciary DC plan sponsors should examine a potential investment manager’s approach to governance as well as investing, and they should review...
Investing | March 18th, 2021 New Trends in Investing Pushing Greater OCIO Use The push to create value-aligned portfolios, add annuities to retirement plans, and free up time to focus on other things...
Investing | March 9th, 2021 OCIOs Can Improve Pension Plan Funding Plan sponsors that are considering hiring an outsourced chief investment officer should examine its track record and operational qualifications.
Investing | October 28th, 2020 Plan Sponsors Turning to OCIOs to Broaden Investment Lineups Experts agree that outsourced chief investment officers take on more duties than 3(38) investment managers.
Data and Research | October 19th, 2020 OCIOs Help DC Plan Sponsors With Investment Lineup Best Practices Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive...
Products | May 21st, 2020 Investment Product and Service Launches American Century releases online TDF tool; Securian adds personalized managed accounts to solutions; BNY Mellon launches Investor Solutions RIA; and...
Administration | December 20th, 2018 Mercer Sets Goals for DC Plans for the Coming Year They are centered around three key themes: 1) Secure your foundation, 2) Achieve greater prosperity and 3) Inspire confidence.
Administration | November 30th, 2018 Strategies for DC Plans to Mitigate Risks in 2019 Willis Towers Watson offers nine actions for DC plan sponsors to mitigate risks in 2019.