PENSION PLANS OCIO
OCIO for pensions
Solutions to help fund your plan and take time-consuming tasks off your plate.
Custom strategies
We focus on the investment strategy so you can focus on everything else.
The unique nature of pensions
We have deep experience with asset-liability modeling and asset allocation.
LOYALTY
97 %
Year-over-year pension OCIO client retention rate1
EXPERIENCE
25+
We’ve been providing advisory services to pensions for more than 25 years.
With Vanguard OCIO services you can count on our specialized expertise to develop smart investment strategies. Our custom approach caters to your plan’s unique objectives and provisions.
And we even go beyond investing to help you build a long‐term plan for success. So you can turn your attention to your other key business priorities.
No. 1
We ranked highest for being “a company I trust.”
Ranked by Cogent Syndicated in March 2023, based on a study conducted between October and December 2022.2
Guided risk management
We’re your fiduciary partner
We’ll help you maintain the highest standards of ethics, responsibility, and transparency.
Pension investing is complex—and many would rather not do it alone. We can help you navigate the risks, shifting regulations, and funding volatility that are prevalent today.
Of course, risk is inevitable in any business. The question becomes: What is the best way to manage it? After witnessing countless business and investment opportunities, we think the most reliable way comes down to a few key elements: an adaptable portfolio, minimal risk, and a high level of fiduciary responsibility.
But we’re not implementing any one-size-fits-all solution. Our disciplined asset allocation strategies adhere to your personal goals. We’ll always set out to build a mix that maximizes returns for you, keeping a sharp eye on your risk tolerance.
In the chart below, which shows hypothetical plan characteristics, the left-side attributes tend to be less open to taking risks, while those on the right side are generally more conducive to taking on risk.
Pension investing
Help with derisking, custom liability hedging, and other liability-driven investment (LDI) strategies
Achieving your pension goals requires a combination of a good strategy and the right investment products. The breadth of our investment menu—across all asset classes, and including active and index funds—can help meet the needs of most pensions.
We start by creating a custom investment strategy tailored to your specific circumstances. Further, our customized approach fully supports derisking, liability hedging, and other LDI strategies to help you achieve your pension objectives.
Robust investment strategies
Our strategic approach
Minimizing risks. Maximizing returns.
You can count on our specialized expertise to develop smart investment strategies. Led by a senior investment consultant, your advisory service team will carry the responsibility, and employ the precision, required to give you a strong investment approach.
And as your fiduciary partner, we’ll develop a custom investment strategy tailored to your specific circumstances.
We pride ourselves on our investment track record, and we’ve consistently outperformed our peer groups.* But we didn’t get there overnight. We honed our portfolios over the decades by selecting only the highest‐quality investments, building diverse portfolios, and focusing on long‐term outcomes rather than short‐term return. With Vanguard OCIO services, you get access to world-class unaffiliated active managers with fees negotiated at scale.
*Source: Lipper, a Thomson Reuters Company. Number of Vanguard funds that outperformed their Lipper peer group averages for periods ended March 31, 2023: For the one-year period, 6 of 6 Vanguard money market funds, 80 of 121 bond funds, 24 of 31 balanced funds, and 117 of 223 stock funds, or 227 of 381. For the three-year period, 6 of 6 Vanguard money market funds, 48 of 115 bond funds, 19 of 31 balanced funds, and 161 of 220 stock funds, or 234 of 372. For the five-year period, 6 of 6 Vanguard money market funds, 86 of 111 bond funds, 26 of 30 balanced funds, and 163 of 209 stock funds, or 281 of 356. For the ten-year period, 6 of 6 Vanguard money market funds, 80 of 90 bond funds, 21 of 24 balanced funds, and 142 of 184 stock funds, or 249 of 304. Only funds with a minimum one-, three-, five-, or ten-year history, respectively, were included in the comparison. Results will vary for other time periods.
Note that the competitive performance data shown represent past performance, which is not a guarantee of future results, and that all investments are subject to risks. For the most recent performance, visit our website at www.vanguard.com/performance.
Ready to learn more about how our OCIO services can help you and your business? Reach out for more information.
Already a client? Contact your representative today.
1 Source: Vanguard as of December 31, 2022. Client retention rate calculation excludes fully terminated pension plans that have satisfied all benefit obligations.
2Source: 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. Among the asset managers they are familiar with, 60% of $500M+ pension respondents indicated Vanguard is the one most associated with "being a company I trust." Although Vanguard compensates Cogent for marketing services, Cogent’s opinions and evaluations are independent and unrelated to the selection of Vanguard for this ranking.
For more information about any fund, visit institutional.vanguard.com or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
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.