OCIO – Benefits Canada.com

Top 5 HR, benefits, pension and investment stories of the week

lbailey — Fri, 08 Mar 2024 14:00:52 +0000

An article on Eastman Kodak Co.’s plans to outsource management of its pension assets was the most-read story on BenefitsCanada.com. Here are the top five human resources, benefits, pension and investment stories of the week: 1. Kodak outsourcing US$1.6TN of pension assets to maximize overfunded status 2. OMERS returns 4.6% for 2023, driven by equities, fixed income […]

The post Top 5 HR, benefits, pension and investment stories of the week appeared first on Benefits Canada.com.

World’s 100 largest asset owners’ AUM down 9% in 2022: report

lbailey — Thu, 30 Nov 2023 14:00:54 +0000

The value of the total assets under management for the world’s 100 largest asset owners declined nine per cent to US$23.4 trillion as of Dec. 31, 2022, according to a new report by WTW’s Thinking Ahead Institute. Among these asset owners, pension funds retained 53 per cent of AUM, down from 60 per cent five […]

The post World’s 100 largest asset owners’ AUM down 9% in 2022: report appeared first on Benefits Canada.com.

A quarter of asset owners planning to increase use of OCIOs by 2025: report

Gideon Scanlon — Thu, 02 Feb 2023 14:00:26 +0000

More than a quarter (26 per cent) of institutional asset owners expect to use an outsourced chief investment officer in an increased capacity during the next two years, according to a new survey by Cerulli Associates. The survey found 14 per cent of respondents said they’re seeking to establish an OCIO relationship over the next two […]

The post A quarter of asset owners planning to increase use of OCIOs by 2025: report appeared first on Benefits Canada.com.

New ideas, access to top asset managers top reasons institutional investors hire OCIO: survey

Gideon Scanlon — Tue, 04 Oct 2022 16:30:19 +0000

About two-thirds (64 per cent) of global institutional investors say new ideas and access to top asset managers are the key benefits of hiring an outsourced chief investment officer, according to a new survey by London-based CoreData Research. The survey, which polled nearly 300 institutional investors in Asia, Australasia, Europe and North America, also found […]

The post New ideas, access to top asset managers top reasons institutional investors hire OCIO: survey appeared first on Benefits Canada.com.

Case study: Wawanesa Mutual’s journey with OCIO

mschmit — Fri, 13 Dec 2019 03:55:34 +0000

While an outsourced chief investment officer model may be the right option for a pension plan under particular circumstances, circumstances can change. Wawanesa Mutual Insurance Co. took on an OCIO structure several years ago, but changes within the company made the model less appropriate over time, said Wes Peters, the company’s vice-president of investments, during […]

The post Case study: Wawanesa Mutual’s journey with OCIO appeared first on Benefits Canada.com.

Tips for choosing an OCIO provider

mschmit — Fri, 13 Dec 2019 03:34:52 +0000

While it’s easy for a plan sponsor to determine how an equity or fixed income manager is performing, it isn’t as straightforward to assess the performance of an outsourced chief investment officer. “There’s a lot of similarities in OCIO providers out there, but there’s also a lot of differences,” said Eric Menzer, global head of […]

The post Tips for choosing an OCIO provider appeared first on Benefits Canada.com.

A Primer on OCIO in the DC world

mschmit — Thu, 21 Nov 2019 02:39:48 +0000

The term outsourced chief investment officer, or OCIO, describes a service offering or model, where an institutional investor delegates certain decision-making responsibilities to a third-party provider. Once the investor makes the original delegation, the OCIO provider makes ongoing decisions related to the investment and administration of the plan, within agreed upon parameters. Initially the OCIO […]

The post A Primer on OCIO in the DC world appeared first on Benefits Canada.com.

Mercer Canada appoints new CIO

mschmit — Wed, 25 Sep 2019 06:11:54 +0000

Mercer Canada has appointed Rachel Volynsky as its new chief investment officer. In the new role, Volynsky will be leading Mercer’s outsourced chief investment officer team in Canada. With more than 20 years of capital allocation experience, she has held several senior roles with major investment firms in Canada and the United States, including SEI […]

The post Mercer Canada appoints new CIO appeared first on Benefits Canada.com.

How to evaluate a defined benefit OCIO provider

mschmit — Wed, 18 Sep 2019 02:00:21 +0000

Outsourced chief investment officers, or OCIOs, are a service model where a pension plan sponsor or other institutional investor delegates certain decision-making responsibilities to a third party OCIO provider. Once the asset owner makes the original delegation, the OCIO implements, monitors and executes the investment and risk management strategies, within agreed upon parameters. Here are […]

The post How to evaluate a defined benefit OCIO provider appeared first on Benefits Canada.com.

When is a delegated service model right for a pension plan?

mschmit — Mon, 17 Dec 2018 06:19:46 +0000

In an increasingly challenging investment and regulatory environment, many pension plans are looking to a new model, delegating key investment management and service activities to third-party providers, said Ivor Krol, vice-president and lead of the institutional portfolio solutions group at Phillips, Hager & North Investment Management. Speaking at the 2018 Defined Benefit Investment Forum in […]

The post When is a delegated service model right for a pension plan? appeared first on Benefits Canada.com.