Outsourced Chief Investment Officer (OCIO)
Flexible investment solutions for institutional investors
Overview
We work with a broad range of institutional investors, enabling them to access investment opportunities across the full spectrum of public and private markets. Our goal is to deliver investment solutions, designed with an aim to meet the specific needs of different investors.​
These services can be referred to as OCIO, delegated solutions, or simply investment solutions.
What is OCIO?
An Outsourced Chief Investment Officer arrangement involves delegating responsibility for some, or all the activities involved in designing, managing and monitoring an investment portfolio. ​It takes a flexible approach allowing clients to choose the services they require.
These services can include:​
How can OCIO help?
Governance: We know that a ‘one-size-fits all’ approach doesn’t work: we aim to deliver flexible solutions to fit a range of governance models and client needs.
Portfolio construction and strategy design: Proprietary analytics and portfolio construction tools that deliver insightful perspectives.
Manager and asset class research: Our highly experienced team can help you to access and monitor strategies across the full investment universe.
Implementation and portfolio management: We use an open-architecture model to manage complex portfolios using in-house and external capabilities.
Investment expertise: Harness our breadth and depth of experience across public and private markets to find truly innovative solutions.
Risk management: We have a strong heritage in managing risk, both for our own insurance asset portfolio, and on behalf of our clients.
Cost savings: We use our scale and experience to avoid unnecessary fees and costs, saving money for our clients and improving returns.
Responsible investment: We are a responsible investor, with ESG integration at the core of our approach.
Outsourced Chief Investment Officer (OCIO) brochure
Flexible investment solutions for institutional investors
What sets us apart?
Truly bespoke solutions
We provide personalised strategies tailored to your specific goals, seamlessly combining the best internal and external investment capabilities. We don't just choose managers – we can build bespoke portfolios from the ground up, allowing full customisation.
Risk management heritage
Our deep expertise in risk management helps us to safeguard your investments and navigate market challenges with confidence. We make use of the proprietary analytics and investment technology developed to manage our own insurance investment portfolio.
Broad investment expertise
We are results-focused investment experts, with in-house asset management capabilities across a wide range of public and private markets. We concentrate on delivering measurable performance to achieve outcomes that align with your objectives.​
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Insights
Latest DB blogs
Tailored content for DB schemes. Includes our latest articles, market views, podcasts, videos, webinars and more.
DB capabilities
We provide solutions for every stage of a pension scheme’s life cycle, informed by our significant investment management capabilities.
Private Markets
Offering clients access to a range of private market strategies to match their investment needs.
Get in touch
Get in touch
If you would like any further information please complete the contact us form.
Key risks
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested. It should be noted that diversification is no guarantee against a loss in a declining market.
Whilst L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
*Source: L&G's Asset Management business internal data as at 31 December 2024. The AUM disclosed aggregates the assets managed by L&G's asset management divisions in the UK, US and Hong Kong 2018-2019 only, and Singapore from date July 2023. Excludes joint ventures and assets managed by associates.