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Investment outsourcing
Investment outsourcing is the process whereby institutional investors and high-net-worth families engage a third party to manage all or a portion of their investment portfolio. This arrangement can include functions such as establishing the asset allocation, selecting investment managers, implementing portfolio decisions (both strategic and tactical), providing on-going oversight, performing risk management and other areas of portfolio management.
Outsourced investment management is a large and growing market segment with over half a trillion dollars currently managed by outsourced managers.〔“The New Gate Keepers,” Casey Quirk Associates, 2008 Retrieved 2012-07-31〕〔"Strong Growth in Investment Outsourcing Predicted," Pensions & Investments, July 11, 2011 Retrieved 2012-07-31〕 According to a survey of outsourcers by aiCIO magazine, the volume of outsourced assets increased 200% between 2007 and 2011.〔"2012 Investment Outsourcing Buyers Guide," p 54, available at http://www.ai-ciodigital.com/ai-cio/20120102#pg54〕
The outsourcing trend began with smaller institutions that could not or did not want to build an internal investment team. According to a study by the Family Wealth Alliance, approximately four in ten wealthy families have outsourced discretionary investment authority. The trend is even clearer among families with less than $500 million in assets where two-thirds have outsourced management.〔Inaugural 2009 Single-Family Office Study, Family Wealth Alliance Retrieved 2012-07-31〕 Similarly, just 11% of college endowments between $100 and $500 million internally manage their portfolios and instead rely on outsourced managers.〔2009 NACUBO/Commonfund Study of Endowment Results〕 Increasingly, however, it is not just small investors seeking to outsource. There has been a marked increase in the number of multibillion outsourcing engagements since the 2008 financial crisis as firms grapple with increasing complexity and the need for better risk management.〔“CIO in a Box Gaining Popularity: Business Booms as More Institutions Outsource Investment Management,” Pensions & Investments, June 14, 2010 Retrieved 2012-07-31〕
Investment outsourcing goes by many names including "fiduciary management", “outsourced chief investment officer”, “outsourced CIO,” “OCIO,”, “CIO in a box,” and “implemented consulting.”
==Outsourcing Models==
抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』
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