Our client is an OCIO (Outsourced Chief Investment Officer). They serve as the discretionary investment advisor for institutional investors such as pension plans and endowments.
Read how our client, a global investment management firm that offers ‘implemented consulting services,’ taking on operational responsibility for managing client portfolios of pooled products, Limited Partnerships and sub-advised, separately managed / segregated accounts to meet their client directed investment policies.
Read how our client, an Outsourced CIO (OCIO) firm, implemented a scalable, designed for purpose technology solution to support their growth and manage their complex investment process.
Our client performs a broad range of asset services, including custody, accounting, and ‘middle office’ services for major institutional investor clients. In recent years, as open architecture, multi-asset managed allocation investment structures grew more popular, our client seized the opportunity to lead the market in client-specific, customized solutions for very large defined contribution plans.
Read how our global asset servicing client was able to seize an opportunity to gain substantial competitor advantage in utilizing technology to administer an exceedingly complex and time sensitive Defined Contribution (DC) plan for its new Plan Sponsor client.
