OCIO – Benefits Canada.com

Case study: Wawanesa Mutual’s journey with OCIO

mschmit — Fri, 13 Dec 2019 03:55:34 +0000

While an outsourced chief investment officer model may be the right option for a pension plan under particular circumstances, circumstances can change. Wawanesa Mutual Insurance Co. took on an OCIO structure several years ago, but changes within the company made the model less appropriate over time, said Wes Peters, the company’s vice-president of investments, during […]

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Tips for choosing an OCIO provider

mschmit — Fri, 13 Dec 2019 03:34:52 +0000

While it’s easy for a plan sponsor to determine how an equity or fixed income manager is performing, it isn’t as straightforward to assess the performance of an outsourced chief investment officer. “There’s a lot of similarities in OCIO providers out there, but there’s also a lot of differences,” said Eric Menzer, global head of […]

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A Primer on OCIO in the DC world

mschmit — Thu, 21 Nov 2019 02:39:48 +0000

The term outsourced chief investment officer, or OCIO, describes a service offering or model, where an institutional investor delegates certain decision-making responsibilities to a third-party provider. Once the investor makes the original delegation, the OCIO provider makes ongoing decisions related to the investment and administration of the plan, within agreed upon parameters. Initially the OCIO […]

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Mercer Canada appoints new CIO

mschmit — Wed, 25 Sep 2019 06:11:54 +0000

Mercer Canada has appointed Rachel Volynsky as its new chief investment officer. In the new role, Volynsky will be leading Mercer’s outsourced chief investment officer team in Canada. With more than 20 years of capital allocation experience, she has held several senior roles with major investment firms in Canada and the United States, including SEI […]

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How to evaluate a defined benefit OCIO provider

mschmit — Wed, 18 Sep 2019 02:00:21 +0000

Outsourced chief investment officers, or OCIOs, are a service model where a pension plan sponsor or other institutional investor delegates certain decision-making responsibilities to a third party OCIO provider. Once the asset owner makes the original delegation, the OCIO implements, monitors and executes the investment and risk management strategies, within agreed upon parameters. Here are […]

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When is a delegated service model right for a pension plan?

mschmit — Mon, 17 Dec 2018 06:19:46 +0000

In an increasingly challenging investment and regulatory environment, many pension plans are looking to a new model, delegating key investment management and service activities to third-party providers, said Ivor Krol, vice-president and lead of the institutional portfolio solutions group at Phillips, Hager & North Investment Management. Speaking at the 2018 Defined Benefit Investment Forum in […]

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