2025 Chief Investment Officer & PLANSPONSOR Outsourced Investment Management Survey

2025 Chief Investment Officer & PLANSPONSOR Outsourced Investment Management Survey

Published 2025, the 2025 Chief Investment Officer & PLANSPONSOR Outsourced Investment Management Survey is now available in PDF.

The 2025 Chief Investment Officer & PLANSPONSOR Outsourced Investment Management Survey was conducted from April to June 2025.

The survey gathered information from 153 respondents whose plans are eligible to use, and in many cases do use, an outsourced CIO or a 3(38) fiduciary. The OCIO information collected includes the average number of respondents’  investment staff, by organization type and investable portfolio size. Additionally, respondents were asked about: their reasons and goals for outsourcing, their providers’ fee structure, the value-added services their OCIO supplies and the most important things their provider can deliver.

The information collected regarding 3(38) investment managers includes: whether and how a 3(38) fiduciary is used, by plan asset size; the primary reasons for and for not seeking a 3(38) fiduciary; and the factors that counted most when selecting a provider. Additionally, respondents were asked about the impact the fiduciary was making—on their investment menu, investment performance, administrative burden, etc.—and their satisfaction with the services.

Survey Report Details

13 Pages in Total, PDF Format.

Additional Information

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