Outsourced Chief Investment Officer

We have a long history of being a trusted outsourced chief investment officer (OCIO) provider, leveraging our multi-manager solutions, extensive global research and operational platforms. With deep expertise in strategy and retirement consulting, along with a highly engaged asset manager and product innovation model, we offer a unique OCIO solution tailored for institutional investors.

Why are institutional investors turning to OCIOs?

Selecting the right OCIO provider is more important than ever. As institutional investment programs become more complex, and regulations and scrutiny on asset owners grows, the governance burden on asset owners has intensified to a level not seen before. Simultaneously, asset owners are evolving, with internal team resourcing becoming more limited, while responsibilities grow. These factors and more have led to the growth of the delegated investment solutions model, or OCIO.

Corporations, endowments, foundations, insurance programs, registered investment advisors, and wealth platforms are all looking to gain an edge in an era of increasing market complexity. The range of potential OCIO solutions for these types of asset owners can range from single asset class or exposure outsourcing through outsourcing of the entirety of the asset pool. Outsourcing certain aspects of their investment programs can allow institutional investors to focus on their core competencies, dedicate their internal investment resources to activities where they have expertise, and deliver a holistic investment solution for their programs.

WTW has extensive experience helping organizations improve their defined benefit pension plans. We offer expert advice on how to manage and reduce risks, including the best ways to transfer assets. We also help companies understand their pension liabilities and how these interact with their assets to accurately assess risk.

What is an OCIO?

Dive deeper into the OCIO model, offering asset owners a clear look at the latest trends and motivations for outsourcing.

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What are the different ways to work with an OCIO?

Dissecting misconceptions around the asset consulting OCIO model. We highlight the various OCIO models that exist today, highlighting key risk factors of each.

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OCIO myths

We clarify some of the myths of the various OCIO models

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What to consider when evaluating an OCIO provider

Check out this checklist of success factors critical to getting transparency when considering an OCIO provider.

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Why WTW OCIO?

We are one of the earliest pioneers in OCIO, with over 40 years' experience serving as a trusted partner to over 1,400 clients globally, reaching over 10 million people.^[1]

As client priorities continue to grow and evolve, we have intentionally built our teams and developed our OCIO model to focus on delivering best-in- class client outcomes. Our goal is simple, helping companies with their people, risk and capital needs, a powerful combination to keep our clients and their asset pools, ahead of future risks.

We are dedicated to building more wealth for generations of savers to come. This clear purpose has helped drive our approach, whether that is resourcing our teams to deliver better portfolios, driving industry innovation, or ensuring that our clients' portfolios are resilient no matter the market conditions. Our unique role as an asset consultant also ensures we are supporting clients on this journey, adapting our strategy as client context changes. It isn't just one factor but all the above that will define OCIO success.

Footnotes

1. Source: WTW Global client figures as of December 31, 2023, Return to article undo