Articles and Videos on Investment Outsourcing
Northern Trust expands Canadian investment outsourcing unit
trueTrang Lam was named vice president and senior client investment officer for Northern Trust Asset Management’s multimanager investment outsourcing unit in Canada.
Braintree Contributory Retirement on the hunt for first OCIO
trueBraintree (Mass.) Contributory Retirement System is looking for an investment manager to provide outsourced CIO services.
San Mateo County commits $15 million to distressed debt fund
trueSan Mateo County Employees' Retirement Association committed $15 million to Catalyst Fund V.
Investment outsourcing by the numbers
trueSee the 10 largest managers and other statistics at a glance.
P&I investment outsourcing survey adds new data
trueIn a continuing effort to help illuminate the trends in investment outsourcing, Pensions & Investments added three questions to its annual investment outsourcing survey: type of U.S. client; worldwide asset allocation; and chief investment officer.
As demand grows for OCIOs, new challenges also surface
trueThe demand and interest for outsourced CIO services among foundations, endowments and corporate pension plans has increased dramatically each of the past few years. But with big growth comes big challenges.
Outsourcing here to stay but will continue to evolve
trueInvestment outsourcing has continued to evolve over the past five years as more institutional investors adopt the practice, according to sources that Pensions & Investments spoke with.
How needs changed for the Rockefeller Brothers Fund
trueThe $860 million Rockefeller Brothers Fund, New York, has used an outsourced CIO structure since 2007 after determining that running the portfolio internally was no longer a viable solution.
San Diego County pulls plug on OCIO Salient Partners
trueSan Diego County Employees Retirement Association on Thursday terminated its investment advisory service agreement with Salient Partners, effective Aug. 15.
West Warwick Pension Fund hires Clearbrook as OCIO
trueWest Warwick (R.I.) Pension Fund hired Clearbrook Global Advisors as outsourced CIO for the $27 million pension fund.
BofA: Managers stockpiling cash to financial crisis levels on China, eurozone concerns
trueMoney managers are continuing to increase their cash holdings due to a weaker global economic outlook, particularly in China.
Indiana to launch record-keeper search for annuity plan, allocates $190 million from DB plan
trueIndiana Public Retirement System will reissue an RFP on June 29 for a record keeper for its $7 billion Annuity Savings Plan.
Fund Evaluation Group executive joins Truepoint Institutional
trueChristopher M. Meyer was named managing principal at Truepoint Institutional Advisors, a new investment management division of Truepoint Wealth Counsel.
Goldman: Outsourced insurance assets market to grow 10% annually
trueGlobal outsourced insurance assets will reach $2.6 trillion by 2019, according to a Goldman Sachs presentation Tuesday at the Deutsche Bank Global Financial Services Investor Conference.
Chicago Transit Authority launches 2 searches
trueChicago Transit Authority is searching for a third-party administrator for its 457 and 401(k) plans, and an outsourced CIO or investment consultant for its frozen supplemental defined benefit plan.