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By Asad Ali and Kenny Kelley | August 2020
Investment outsourcing has been increasing rapidly over the past decade, as plan sponsors seek a solution to better manage risk and enhance their investment approach. Investment outsourcing is the method by which plan sponsors (or other large asset owners) shift portfolio management activities to a third party that assumes fiduciary responsibility and operates with either partial or full discretion.
To do this, many plan sponsors hire an outsourced chief investment officer (OCIO). An OCIO is an advisory organization that provides plan sponsors the ability to delegate investment authority by shifting responsibility for some or all investment functions.
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Note: This article is reproduced with permission from Benefits Magazine, Volume 57 Number 8, pages 40-47, August 2020, published by the International Foundation of Employee Benefit Plans (www.ifebp.org), Brookfield, Wisconsin. All rights reserved. Statements or opinions expressed in this article are those of the author and do not necessarily represent the views or positions of the International Foundation, its officers, directors or staff. No further transmission or electronic distribution of this material is permitted.