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Embedded within Wilshire Consulting, the Wilshire OCIO Solutions team was established in 2001 to develop bespoke investment strategies for clients and then shoulder the labor-intensive tasks of implementation and maintenance in order to meet long-term investment objectives.
The process whereby institutional investors engage a third party to manage all or a portion of their investment portfolio in order to better focus on the strategic goals of the organization with the objective of recognizing potential cost savings, enhanced performance and risk mitigation.
While the Wilshire OCIO Solutions team is comprised of seasoned investment professionals and led by industry veterans, its real strength lies in its ability to leverage intellectual capital, technology and infrastructure developed for the institutional asset owner by Wilshire Associates over the past four decades.
Today's investment environment presents increasing challenges that are difficult to solve without considering more staff, systems, expertise and investment approaches. Prolonged low-returns, increasingly complex investment options and rising costs strain even the most skilled committees and boards to find ways to distribute enough resources to effectively balance the need for meaningful risk-adjusted returns with fund objectives and plan obligations. A potential solution...outsourcing.
When we "delegate" we do not lose control. In fact, Outsourced Chief Investment Officer (OCIO) or discretionary consulting relationships allow the client to establish policy, develop asset allocation strategy and set parameters for oversight while freeing valuable time to focus on achieving long-term organizational objectives. Some of the top reasons asset owners are considering an OCIO model include:
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