Outcomes built on trust
What is an OCIO?
In todayās complex investment environment, an outsourced chief investment officer (OCIO) can take on the fiduciary responsibility for your organizationās investment portfolioāmanaging assets, navigating market volatility, and optimizing portfolio performance to help reach your desired goals. An OCIO lets you delegate investment decisions efficiently, enhances governance, and saves you time so you can attend to other priorities.
Submit an OCIO RFP today
Our team is ready to discuss your investment goals and determine an appropriate course of action.
Your trusted fiduciary
As a discretionary trustee or investment manager, our OCIO solutions team takes on the highest level of fiduciary responsibility available in investment management. That level of responsibility requires your trust, something we strive to earn and value above all else. Thatās why our dedicated and experienced team will work with you to develop a fully customized investment strategy that delivers confidence.
Strategic investment management
Striving to reach your investment goalsāeven in the face of market turbulenceāis dependent on knowing your objectives. We take the time up front to identify and understand your higher-level strategy and assets before putting plans in motion.
Competitively priced portfolios
We build in efficienciesāboth operationally and from an investment selection standpointāthat help keep our portfolios cost-competitive and drive down your overall costs without compromise to goals or performance. Plus, we provide full fee transparency with no out-of-scope billing.
- All-inclusive single rate fee structure
- Manage underlying investment expense ratios
- Cost-effective collective investment trust investment options
- Competitive liability-driven investing (LDI) solutions
Custom-built investment solutions
You should never settle for a solution that āmostly fits.ā With one of the largest breadth of services in the industry, OCIO solutions can customize and combine your OCIO services with other tailored services from Ā鶹×īŠĀ³öĘ·Ā® to give you an investment package that can check the boxes.
- Actuarial consulting
- Administrative services
- Risk management
- Asset management
- Investment management
- Pension plan termination strategy
- Pension risk transfer
- Trust and custody services
Let Ā鶹×īŠĀ³öĘ·Ā® support you across these areas of investment
Defined benefit (DB) services
Ā鶹×īŠĀ³öĘ·Ā® is a leading provider of DB pension plan services and pension risk transfers.1
Trust and custody services
Tailored solutions to fit the needs of your organization.
Constructing a customized investment approach focused on your goals.
OCIO services built for you
Weāve worked with clients from all areas and develop custom portfolios to help meet each clientās goals, cash flows, risk budgets, and return objectives. Whether itās a defined benefit retirement plan, endowment, foundation, corporate reserve, or rabbi trust, weāll collaborate with you to determine an appropriate course of action while supporting your individual values and goals.
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Asset and liability studies
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Custodial services
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Discretionary investment management oversight
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Disbursement processing
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Integration of ESG considerations
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Investment manager search, selection, and monitoring
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Investment policy design and ongoing maintenance
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Online portfolio access
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Portfolio and cashflow modeling
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Quarterly performance reporting
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Service benchmarking
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Access to our Dynamic Pension GlidepathĀ® approach
Diversified investment experience
Tackling complex investment needs requires a seasoned team of professionals. Our OCIO solutions team, founded in 1987, has a 30+ year track record of handling a broad range of complex investment needs and creating customized asset allocations. And as the investment manager, we will assume responsibility for the entire investment process.
Top 20 provider of U.S. outsourced assets with over $24B AUM2
Team consisting of 60+ investment professionals serving nearly 600 clients3
Efficient, flexible service through an open-architecture approach
Experience managing client mandates with specific ESG requirements
Connect with a representative
Our team is ready to discuss your investment goals and determine an appropriate course of action.
1Defined Benefit provider based on number of plans. PLANSPONSOR Defined Benefit Administration Survey, August 2023.
2Pensions and Investments, CIO Outsourcing special report, July 2022.
3As of December 31, 2023. Other asset management entities of Ā鶹×īŠĀ³öĘ· Financial GroupĀ® includes Ā鶹×īŠĀ³öĘ· BankĀ®, assets managed by segments of the insurance company and sub-advised assets within the Retirement and Income Solutions (RIS) segment.
OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within Ā鶹×īŠĀ³öĘ· Asset ManagementSM. Ā鶹×īŠĀ³öĘ· Asset Management leads global asset management at Ā鶹×īŠĀ³öĘ·Ā®.
Custody and trust services are provided by Ā鶹×īŠĀ³öĘ· BankĀ®, Member FDIC, and/or Ā鶹×īŠĀ³öĘ· Trust CompanyĀ®. These services are provided under the trade name Ā鶹×īŠĀ³öĘ·Ā® Custody Solutions. Ā鶹×īŠĀ³öĘ· Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.
When Ā鶹×īŠĀ³öĘ· Custody Solutions is providing investment management services, Ā鶹×īŠĀ³öĘ· Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of Investment Solutions. Customers may also contract directly with Investment Solutions for investment management services. In those instances, Ā鶹×īŠĀ³öĘ· Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.
Ā鶹×īŠĀ³öĘ· Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). Ā鶹×īŠĀ³öĘ· Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. Ā鶹×īŠĀ³öĘ· Asset ManagementSM is a trade name of Ā鶹×īŠĀ³öĘ· Global Investors, LLC.
Insurance products and plan administrative services provided through Ā鶹×īŠĀ³öĘ· Life Insurance CompanyĀ®.
Ā鶹×īŠĀ³öĘ· Life Insurance Company, Ā鶹×īŠĀ³öĘ· Global InvestorsĀ®, Ā鶹×īŠĀ³öĘ· Bank, and Ā鶹×īŠĀ³öĘ· Trust Company are members of the Ā鶹×īŠĀ³öĘ· Financial GroupĀ®, Des Moines, Iowa 50392.
Ā鶹×īŠĀ³öĘ·Ā®, Ā鶹×īŠĀ³öĘ· Financial GroupĀ®, Ā鶹×īŠĀ³öĘ· Asset ManagementSM, and Ā鶹×īŠĀ³öĘ· and the logomark design are registered trademarks of Ā鶹×īŠĀ³öĘ·., a Ā鶹×īŠĀ³öĘ· Financial Group company, in the United States and are trademarks and services marks of Ā鶹×īŠĀ³öĘ·., in various countries around the world.
Investment and Insurance Products are:
Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by Ā鶹×īŠĀ³öĘ· Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Ā鶹×īŠĀ³öĘ· Amount Invested
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