Description
The Outsourced Chief Investment Officer—once a last resort option for sub-scale capital pools looking to avoid the hassle and cost of building their own investment office to today, a multi-trillion dollar subset of the asset management profession and arguably the hottest structural trend in the industry. Take a listen while we examine:
What insights and opportunities led to the creation of this segment of organizations and why has that exploded in the ensuing four decades?
What defines a successful OCIO? And why has that trajectory and evolution seemingly reached an inflection point—hyperdrive really-- in the last five years that has redefined the space and encouraged newer, larger entrants?
Guests:
Mark Anson, CAIA, CFA; CEO, President and CIO, Commonfund
Sarah Samuels, CAIA, CFA: Partner, NEPC
Episode Sources
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No investor claims to be short-term but in the face of the seductive siren call of the emotionally volatile markets, even the most disciplined of investors buckles at the knees. The apparatus and systems in which we work---governance, investment policy, benchmarks, asset allocation frameworks,...
Published 09/30/24