Articles and Videos on Investment Outsourcing
Blue Hills vocation school issues call for outsourced CIO
trueBlue Hills Regional Vocation School Retirement System is seeking an outsourced CIO for its investment portfolio.
Strategic Investment Group picks new CEO
trueBrian Murdock was named CEO at Strategic Investment Group, said Deborah D. Boedicker, managing director.
Nova Scotia Workers' Compensation looking for outsourced CIO
trueWorkers’ Compensation Board of Nova Scotia, Halifax, is searching for a firm to provide outsourced CIO services for the board, which has C$1.5 billion (US$1.4 billion) in assets.
Lombard Odier picks former BlackRock fiduciary management exec to target U.S. pension plans
trueNancy Everett was hired at Lombard Odier Investment Managers to help build business from U.S. institutional money managers such as pension funds.
Hazleton, Pa., searching for investment manager for 3 pension plans
trueHazleton (Pa.) Firemen's Pension, Police Pension and Non-Uniform Pension Plans are seeking an investment manager
Taking a wide-angle view of the outsourced CIO
trueIt pays to hire an OCIO who understands the priorities and workings of the institution first and only then develops a custom investment strategy to fit.
West Warwick Pension Fund seeks investment consultant or outsourced CIO
trueWest Warwick (R.I.) Pension Fund is searching for an investment consultant or outsourced CIO.
Oklahoma Teachers reports 22% fiscal year return
trueOklahoma Teachers’ Retirement System, Oklahoma City, returned 22% net of fees for the fiscal year ended June 30, surpassing the 18.1% custom benchmark return.
Firms differ on value of performance reporting
trueUnlike most other segments of the money management industry, investment outsourcing lacks standardized investment performance reporting.
Outsourced assets top $1.2 trillion after a 26% increase in a year
trueInvestment outsourcing gained steam as assets managed worldwide for institutional investors rose 26% in the year ended March 31.
U.K. pension funds moving to fiduciary management — survey
trueMore than two-thirds of U.K. corporate and public pension funds and their consultants surveyed on fiduciary management have implemented a partial or full fiduciary management arrangement, or are considering moving to the model.
Census Bureau: 100 largest public pension fund assets up 9.4% for year
trueThe 100 largest U.S. public pension funds had a combined $3.218 trillion in cash and securities as of March 31, up 0.5% from three months earlier and 9.4% higher than a year earlier, the U.S. Census Bureau's Quarterly Survey of Public Pensions showed.
Towers Watson promotes 2 to global CIO positions
trueCraig Baker and Chris Mansi were appointed global chief investment officer and global delegated chief investment officer, respectively, at Towers Watson.
Stamford Policemen's Pension Fund chooses Clearbrook as outsourced CIO
trueStamford (Conn.) Policemen's Pension Fund hired Clearbrook Global Advisors as the pension fund's first outsourced CIO.
Oklahoma Firefighters bumps up U.S. equity target allocation
trueOklahoma Firefighters Pension & Retirement System, Oklahoma City, made several changes to its target asset allocations.