Outsourced chief investment officers: challenging five common myths

Five myths and why we should challenge them

June 28, 2017
| United States, United Kingdom

By Dany Lemay, Chris McGoldrick and Pieter Steyn

For plans that do not have in-house investment capabilities, the delegated investment model, or outsourced chief investment officer (OCIO), is a means of filling the gap between the resources required to run efficient investment strategies and the typically constrained governance budget of a pension plan.

The concept is fairly simple, but the implementation can be less easy to visualize. For this reason, a number of myths have arisen around this model.

This brief and engaging discussion explores the most common myths, and why pension plan sponsors should challenge them and push toward a greater understanding of OCIO relationships.