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In today’s complex investment environment, an outsourced chief investment officer (OCIO) can take on the fiduciary responsibility for your organization’s investment portfolio—managing assets, navigating market volatility, and optimizing portfolio performance to help reach your desired goals. An OCIO lets you delegate investment decisions efficiently, enhances governance, and saves you time so you can attend to other priorities.
As a discretionary trustee or investment manager, our OCIO solutions team takes on the highest level of fiduciary responsibility available in investment management. That level of responsibility requires your trust, something we strive to earn and value above all else. That’s why our dedicated and experienced team will work with you to develop a fully customized investment strategy that delivers confidence.
Striving to reach your investment goals—even in the face of market turbulence—is dependent on knowing your objectives. We take the time up front to identify and understand your higher-level strategy and assets before putting plans in motion.
We build in efficiencies—both operationally and from an investment selection standpoint—that help keep our portfolios cost-competitive and drive down your overall costs without compromise to goals or performance. Plus, we provide full fee transparency with no out-of-scope billing.
All-inclusive single rate fee structure
Manage underlying investment expense ratios
Cost-effective collective investment trust investment options
Competitive liability-driven investing (LDI) solutions
Striving to reach your investment goals—even in the face of market turbulence—is dependent on knowing your objectives. We take the time up front to identify and understand your higher-level strategy and assets before putting plans in motion.
Actuarial consulting
Administrative services
Risk management
Asset management
Investment management
Pension plan termination strategy
Pension risk transfer
Trust and custody services
Defined benefit (DB) services
Principal® is a leading provider of DB pension plan services and pension risk transfers.
Trust and custody services
Tailored solutions to fit the needs of your organization.
Endowments, foundations, corporate reserves, and more
Constructing a customized investment approach focused on your goals.
We’ve worked with clients from all areas and develop custom portfolios to help meet each client’s goals, cash flows, risk budgets, and return objectives. Whether it’s a DB retirement plan, endowment, foundation, corporate reserve, or rabbi trust, we’ll collaborate with you to determine an appropriate course of action while supporting your individual values and goals.
Asset and liability studies
Custodial services
Discretionary investment management oversight
Disbursement processing
Integration of ESG considerations
Investment manager search, selection, and monitoring
Investment policy design and ongoing maintenance
Online portfolio access
Portfolio and cashflow modeling
Quarterly performance reporting
Service benchmarking
Access to our Dynamic Pension Glidepath® approach
Tackling complex investment needs requires a seasoned team of professionals. Our OCIO solutions team, founded in 1987, has a 30+ year track record of handling a broad range of complex investment needs and creating customized asset allocations. And as the investment manager, we will assume responsibility for the entire investment process.
Top 20 provider of U.S. outsourced assets with over $24B AUM
Team consisting of 60+ investment professionals serving nearly 600 clients
Efficient, flexible service through an open-architecture approach
Experience managing client mandates with specific ESG requirements
Our team is ready to discuss your investment goals and determine an appropriate course of action.