Trust us to manage the complex details of your investment strategy. So you can focus on your priorities.
OCIO services
Trusted partnership
Priorities matter. You know this, and so do we. That’s why our outsourced chief investment officer (OCIO) services will relieve you of the complexities of a major priority—managing your investment portfolio—so you can focus on the other critical aspects of your organization.
We work with you—and for you
We want to be your partner, and on your team. And we’ll do our fair share of heavy lifting. That means you can give our dedicated OCIO service team the task of managing the complex details of your investment strategy. And in return, we’ll give you the freedom to focus on your big picture.
Favorability
No. 1
Our favorability ranking among pension sponsors and nonprofits.
Favorability score reported by Cogent Syndicated in March 2023, based on a study conducted between October and December 2022.1
Loyalty
97%
Year-over-year pension OCIO client retention rate2
Strategies you can rely on
A strategic approach to managing investments
Developing plans that minimize risks and maximize returns.
After years and years of success in this business, we’ve learned that developing investment strategies for pension and nonprofit assets isn’t for everyone. But we thrive on it. So you can count on our specialized expertise to develop a strong and smart investment strategy that’s in line with your risk profile, with a keen focus on your long-term success. It’s an approach that we rely on, and you can too.
All of which means that instead of poring over investment details, you’ll have the time and confidence to focus on the other important decisions that can help grow your business.
Nothing but the best for you
With us, you get the best of both worlds. You’ll work with a boutique team of OCIO specialists who are specifically focused on you and your needs. Your aligned team has your back. And the resources of one of the world’s largest investment firms has theirs.
Deep Experience
25+
We’ve been providing advisory services to pensions and nonprofits for more than 25 years.
Your team can provide solutions to meet any need. From investment policy consulting and asset allocation analysis to discretionary portfolio construction and management, and more. Giving you the deep resources of a dedicated team with the know-how to get the job done. A win-win for you!
Discover your OCIO solution
Do you have a pension plan?
If you have a pension, your OCIO should have proven skill in liability‐hedging and glide‐path strategies, risk transfers, and pension‐specific regulatory and reporting requirements.
Are you a nonprofit?
If your organization is a nonprofit, you’ll likely need an OCIO with expertise in cash flow and spending analysis and an ability to develop holistic strategies for a diverse range of asset pools.
Ready to learn more about how our OCIO services can help you and your business? Reach out for more information.
Already working with us? Reach out to your account representative.
1 Source: Escalent. Cogent Syndicated. US Institutional Investor Brandscape®, March 2023. Data collected via quantitative survey from October to December 2022. A representative cross section of 774 investors participated in the survey. Survey respondents rated their overall impression of each brand they are familiar with using a 10-point scale from “not at all favorable” to “extremely favorable.” Vanguard achieved the highest favorable impression among pensions and nonprofits. Although Vanguard compensates Cogent for marketing services, Cogent’s opinions and evaluations are independent and unrelated to the selection of Vanguard for this ranking.
2Source: Vanguard as of December 31, 2022. Client retention rate calculation excludes fully terminated pension plans that have satisfied all benefit obligations.
All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.
Advice services offered through Vanguard Institutional Advisory Services® are provided by Vanguard Advisers, Inc., a registered investment advisor.