Perspective

OCIO: A specialized landscape

More specialized and granular OCIO services that can meet each institution's needs have taken root, learn more.

Key Insights
  • Institutional demand for Outsourced Chief Investment Officer (OCIO) services is strong and expected to grow significantly. OCIOs managed an estimated $3.1 trillion in institutional assets in 2024, with projections to reach $4.2 trillion by 2028.1
  • OCIO providers are increasingly offering specialized and granular services tailored to meet the unique needs of different institutions. This includes full investment solutions and partial mandates, addressing specific areas like private markets and U.S. equity sleeves.
  • Asset owners are focusing on safeguarding the long-term success of their investment management. This includes future-proofing portfolios, optimizing balance-sheet investing, and managing liquidity risks.
  • OCIOs are expanding their services beyond portfolio management to include governance, liquidity management, customized financial reporting, and philanthropic services.
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OCIO: A Specialized Landscape

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Asset allocation Defined benefit Endowments & foundations Foundations Outsourced CIO

Ian Johnson
Institutional Portfolio Manager, Team Lead, Global Institutional Solutions
Daniel Tremblay, CFA
Institutional Portfolio Manager, Team Lead, Pensions Solutions and ESG Strategy

Next steps to consider

Outsourced CIO

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Pension Solutions

Take a tour of Fidelity’s pension solutions, all designed to meet plan sponsors’ specific goals and needs.

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Endowments & Foundations

See how our tailored solutions help endowments and foundations navigate the evolving market and work toward their investment objectives in service to their mission.

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1. Source: Goldman Sachs Asset Management; the Cerulli Report: U.S. Outsourced Chief Investment Officer 2024; Investment Company Institute; Federal Reserve Board; Department of Labor.

  • For important information, see the full linked content.
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