Outsourced Chief Investment Officer (OCIO)
A tailored solution for delegating your day-to-day investment decisions
We take on the complexity of your long-term funding needs on your behalf, partnering with you to help you deliver on your long-term objectives.
Access to the best investment ideas
Delegating the day-to-day investment decisions of your fund gives your team access to our extensive investment and industry expertise. You benefit from our deep experience in implementing relatively complex asset allocation and risk management strategies, that need close market monitoring and the timely implementation of decisions.
With our flexible approach, you have control over which responsibilities you want to delegate.
A partnership tailored to your needs
We take time and care to understand your needs and goals, so that we can take investment decisions and implement these within a framework of managing assets explicitly versus liabilities or other key risk metrics.
Your team can outsource tactical decisions to us – such as how much exposure to foreign equities to have at a particular time – while keeping control of the most important strategic decisions, such as how much risk to take overall.
OCIO services
For DB plans

For DB plans
We make the difficult decisions to help your pension scheme generate the returns it needs, alongside thorough risk management for each stage of your journey.
For DC plans

For DC plans
Specialist management to help you generate strong investment performance, mindful of the impact of volatility on your members' outcomes.
For insurance pools

For insurance pools
A partnership tailored to your needs, focused on helping you innovatively manage your liabilities, regardless of your size.
Specialists in helping you reach your objectives
As experienced fiduciary managers committed to investment excellence, we make the difficult decisions on your behalf, with the aim of:
- Delivering superior risk management, giving you greater flexibility and control
- Providing innovative strategy construction, giving you a straightforward way to manage your pool of capital
- Helping you reach you funding goals, thanks to our breadth of expertise
Latest perspectives
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4 min readUS pension briefing – April 2022
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3 min readUS pension briefing – March 2022
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3 min readPension plan annuity purchase update – Q4 2021
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Pension buyout sales totaled $13.7 billion in Q4 2020, which represents the highest quarterly sales…
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