Webinar Replay: OCIO: Strategic outsourcing so you can focus on the bigger picture

Running a pension scheme isn’t easy. In fact, it’s probably never been this hard. Growing regulatory burdens, combined with heightened market volatility is prompting complete re-evaluation of pension fund operating models. In short, how decisions are made and how they’re actioned.

An Outsourced Chief Investment Officer (OCIO) model is being adopted by a growing number of schemes. This strategy allows boards to retain the tasks important to them (such as investment decisions), and delegate other tasks (e.g. investment administration). This brings increased flexibility to ways to use an established fiduciary manager’s operational management and infrastructure.

OCIO allows corporates greater ease in measuring outcomes and streamlines oversight, allowing focus on decisions and conversations which matter – with less time and resource taken up with complex and time-intensive components. Sponsors and their trustee boards can agree principles initially, and then hold their chosen provider accountable for the execution of these priorities.

During this discussion, Aon’s specialists:

• Discuss the key features of an OCIO model, including ‘who this is appropriate for’ and ‘why now’
• Explore real world case studies demonstrating how this can be adopted in practice
• Outline how companies can consider and agree an appropriate operating model for their pension scheme, aligned with their priorities

Complete the newly revised Aon Cyber Scorecard to assist you with understanding how your scheme complies with TPR’s new guidance

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