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SOLUTIONS

Investment office & outsourced CIO solutions

Helping institutional investors navigate governance, portfolio complexity, risk management and investment outcomes through custom investment office and outsourced CIO (OCIO) solutions.

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Why institutions choose BlackRock for OCIO

The demands on investment offices continue to grow as markets, governance and implementation become increasingly complex. BlackRock can be an extension of the investment office with global expertise, advanced technology and the scale to turn complexity into confident decisions.

Strengthening governance

As investment committees face increasingly complex decisions, many institutions are seeking governance models that strengthen oversight, support board education and provide access to specialized investment expertise.

Operational scale

As investment teams are expected to deliver sophisticated investment programs with limited internal resources, many institutions are seeking access to investment specialists, global research, operating infrastructure and portfolio management technology without the need to build capabilities in-house.

Increased complexity

As portfolios evolve beyond traditional asset allocation, investment committees are overseeing a growing set of decisions spanning private markets, liquidity, risk and re-balancing. Many institutions are seeking solutions that combine whole-portfolio expertise and manager research to help inform investment decisions.

What could the future of your Investment office look like?

Every institution faces unique challenges. Explore how many institutions are evolving their investment office model.

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Institutional investor expertise

See how institutional investors work with BlackRock to navigate complex challenges, and request a case study to explore real-world applications and outcomes.

Endowments & foundations

  • Reviewing strategic goals and policies
  • Optimizing private markets portfolios
  • Building high-conviction, mission-aligned investment programs
Request case study

Healthcare systems

  • Aligning investments to enterprise objectives
  • De-risking with tiered liquidity
  • Tailoring approach to multi-pool programs
Request case study

Corporate pensions

  • Supporting end-to-end pension journeys
  • Developing precision liability hedges
  • Optimizing growth portfolios specifically for defined benefit plans
Request case study

Your extended investment office

Whether you're evaluating an OCIO model, revisiting governance best practices or considering strategic changes our team can help you address evolving investment office challenges.

Ned Rosenman
Ned Rosenman
Co-Head, Investment Office & Outsourced CIO Solutions, BlackRock’s Americas Institutional Business
Cassandra.Virgin_blackrock.com
Cassandra Virgin
Co-Head, Investment Office & Outsourced CIO Solutions, BlackRock’s Americas Institutional Business
John.Simpson_blackrock.com
John Simpson, CFA
Head of Outsourced CIO in the Americas, BlackRock's Multi-Asset Strategies & Solutions Group
Gabriella Barschdorff, CFA
Gabriella Barschdorff, CFA
Americas Pensions OCIO, BlackRock's Multi-Asset Strategies & Solutions Group
Martin Jaugietis, CFA
Martin Jaugietis, CFA
Americas Pensions OCIO, BlackRock's Multi-Asset Strategies & Solutions Group
Edward Ng, CFA
Edward Ng, CFA
Americas Endowments, Foundations and Healthcare Systems OCIO, BlackRock's Multi-Asset Strategies & Solutions Group
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Latest publications

Access macro themes, thought leadership and practical perspectives from BlackRock client, research and investment teams.

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Practitioner's guide to TPA

Sep 1, 2026|
BlackRock Hedge Fund Solutions

This paper explores how institutions can use a Total Portfolio Approach to align investment decisions with broader organizational objectives and constraints.

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Beyond full funding

Our 2026 themes focus on investments, plan management, and governance to help well-funded plans go “beyond full funding.”

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Private Markets Outlook

In 2026, private markets are transforming how societies build infrastructure, how businesses finance growth, and how investors achieve diversification in their portfolios.

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Corporate pension peer study

Based on 500 corporate plans, analyze corporate finance, funded status projections and risk to inform portfolio and balance sheet decisions.

Institutional outlook

Monthly publication for institutional investors delivering macro market perspectives with asset class level implications.

Monthly report

Peer study and analytics

Actionable analysis of industry peers, focusing on allocation decisions, investment strategies and risk management.

Peer studies

Frequently asked questions about OCIO

What is an Outsourced Chief Investment Officer?

An OCIO is a fiduciary investment partner that assumes responsibility for selected or end-to-end investment management functions, enabling organizations to focus on their broader mission while benefiting from institutional investment expertise, governance support, and operational scale.

Why do institutions hire an Outsourced Chief Investment Officer?

Organizations often consider OCIO partnerships when facing growing portfolio complexity, limited internal resources, governance challenges, leadership transitions or expanding allocations to private markets and alternative investments.

How can an Outsourced Chief Investment Officer support an investment committee?

An OCIO helps investment committees strengthen governance, improve oversight and make more informed investment decisions that support long-term investment outcomes. By providing portfolio analytics, manager research, risk management expertise, market insights and board education, an OCIO can help institutions navigate increasing portfolio complexity, align resources and decision-making, and position portfolios more effectively to achieve their objectives.

Can BlackRock provide custom analytics, scenario testing and risk analysis?

Yes. BlackRock Client Solutions Group works closely with institutional investors and their investment teams, offering personalized, one-on-one consultations and analytics tailored to unique investment objectives. Key capabilities include:​

Bespoke analytics:​

  • Strategic asset allocation and portfolio optimization analyses​
  • Reallocation analysis​
  • Risk management analytics and stress testing using Aladdin®​
  • Forward simulations​
  • Capital market assumptions​
  • Hurdle rate, surplus risk and funded status projections for Defined Benefit pensions​
  • Historical performance analysis​
  • Private markets pacing analysis​
  • Liquidity management strategies​
  • After-tax considerations for taxable investors​
  • Asset class deep dive analytics​