OCIO Action Lures Large Firms to Fight for Assets


Cambridge Associates’ footprint in the OCIO space began 14 years ago and is a fast-growing segment of the firm’s business, having witnessed nearly 30% growth each year over the last five years.

Margaret Chen, head of CA Capital, highlights the importance of resources and operations when it comes to serving as an outsourced investment office, explaining that “we’ve seen boutique firms who provide high-touch relationships, but without the resources to support the investment team … and asset management firms and large banks [in the OCIO space], which are structured to deliver a different service and product.”

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