Meketa Connectives | Expertise and Efficiency: The Rise of OCIO Services in the Defined Contribution Space

August 2024

Plan sponsors have faced increasing complexity in their roles as plan stewards. Regulatory changes, shifting participant demographics, and turbulent markets have all contributed to the challenges of managing defined contribution (DC) plans.

As they seek solutions to better serve their organizations, Outsourced Chief Investment Officer (OCIO) services are gaining traction as a valuable tool in their arsenal. Recent surveys of defined contribution plan sponsors and consultants reveal that OCIO services are more regularly considered and utilized than in years past. In this note, we highlight some findings of recent surveys, examining how OCIO services appear to be on the rise within the defined contribution space.