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OCIO experience to align with your pension strategy

Fidelity pension executives share their perspectives on the markets and how Fidelity's OCIO experience and solutions can help you navigate your liability and derisking challenges.

Growing defined benefit trend: Hiring an outsourced chief investment officer (OCIO)

Learn more about the benefits of hiring an OCIO and how Fidelity's OCIO experience can help you meet your objectives.

 

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Key Takeaways

  • The defined benefit landscape is changing, with more plans now engaging an Outsourced Chief Investment Officer (OCIO.) Outsourcing the investment oversight and management of the entire plan, including liabilities and assets, to a single provider delivers a strong level of de-risking for these plans.
  • An OCIO provider like Fidelity brings a solid understanding of the liability structure, risks, pension strategy, and unique sponsor objectives.
  • Fidelity's team of 100+ credentialed actuaries has decades of experience in liability management. Their vast knowledge can help sponsors navigate liability-derisking events, such as lump sums or pension risk transfers.
Learn more about the Fidelity’s OCIO solutions

Pension Investment Solutions

Discover our spectrum of pension solutions, ranging from individual turnkey options to fully bundled pension offerings. 

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Outsourced CIO

Explore Fidelity's outcome-oriented investment options, implementation strategies, and integrated solutions.

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Custom Investment Solutions

Explore our custom investment solutions, which draw on deep experience and proprietary research to help deliver meaningful results.

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Views expressed are as of the data indicated, based on the information available at that time, and may change based on the market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
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