A growing number of asset owners and plan sponsors are turning to outsourced CIOs and 3(38) managers to support their investment oversight. We’re looking to better understand what drives these decisions and the value these arrangements provide. Tell us how your organization approaches investment oversight, whether you outsource, manage in-house, or are considering a change.
Take the survey here. Please submit your responses by May 29, 2025.
The survey will take about 15 minutes to complete, and all responses and contact information will remain confidential.
As a thank you, we’ll send you a complimentary copy of the aggregated survey findings.
Only corporate email addresses will be accepted. If you do not have a corporate email address and wish to complete the survey, please contact?surveys@issmediasolutions.com.
NOTE: For the purpose of this survey, please consider “investment outsourcing” to be defined as using a third party to make investment decisions for the entire pool of assets, including decisions to hire and fire investment managers. For example, investment outsourcing is not the hiring of an investment manager for a certain asset class mandate.
NOTE: All data should be as of December 31, 2024.
If you would like to download a PDF copy of this survey for reference, click here.
If you have any questions, please contact the ISS Surveys team at surveys@issmediasolutions.com.
Tags: 2025 Outsourced Investment Manager Survey, OCIO, Outsourced CIO
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