100 Women in Finance - OCIO Event: Opportunities and Implications from the Growth of Outsourced Chief Investment Officers

Monticello truly enjoyed the engaging discussion on Outsourced Chief Investment Officers (OCIO) hosted by 100 Women in Finance.  The panelists dove into both the opportunities as well as implications from growth in the OCIO market, which the panel estimated having a CAGR of 33% over the last decade, 11% expected 5-year CAGR on a go forward basis, with current AUM of $1.6 trillion.  This massive growth has been driven by both fee compression in the industry and an increased demand for a higher level of fiduciary oversight of portfolios managed by institutional investors, endowments, foundations, and corporations.