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Do you wonder how other people find the time to effectively manage their defined benefit pension plans? Maybe your in-house management team has been faced with tasks outside of its range of expertise lately.
If so, you’re not alone. DB plan management has become more complex in recent years, and plan sponsors like you are looking for new and effective ways to manage all the demands of a successful plan.
An outsourced chief investment officer (OCIO) could be the solution you’re looking for.
OCIO services allow you to:
What is an OCIO?
OCIO stands for Outsourced Chief Investment Officer. Under an outsourced CIO relationship, clients engage a third party provider to manage their investment portfolio or pension plan. Clients are supported by a Chief Investment Officer (CIO) who leads a full investment team and operations support staff.
The use of an ICIO model provides expertise to you and your investment committee while working closely with your OCIO to guide your DB plan through the three main stages of its life cycle development: growth, risk assessment, and liability hedging.
The OCIO you choose must be an expert in operations, pension risk transfers, and governance. He or she needs to know all about pension liability risks and management techniques to effectively guide your plan to the DB destination you’ve envisioned.
Walk through the OCIO selection process with this article. You’ll learn everything you need to know to assess potential OCIO service partners for your company’s DB plan.
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