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Home Outsourced Chief Investment Officer (OCIO) Solutions

Investment solutions

Outsourced Chief Investment Officer (OCIO) Solutions

Prioritizing client-focused partnerships to deliver outcome-oriented solutions that meet investment objectives.

Learn more about our OCIO capabilities

Your trusted fiduciary partner for investment portfolio needs

  • A multiple-manager, open-architecture approach with a cost-effective structure provides diversification, volatility-control, and risk-adjusted returns

  • Attractive all-in service pricing for an OCIO partnership that includes administrative services, actuarial consulting, custodial services, and more

  • Access to a full spectrum of products with a range of asset classes, including alternative solutions

  • Ability to partner with existing relationships and be an extension of a current team

  • Offers large market solutions to clients of any size

Tenured OCIO team with decades of investment experience

Our OCIO team is one of the longest tenured managers with:

35+ Years of OCIO management experience

600+ OCIO clients

Our team leverages the expertise of Principal Asset Management, a legacy asset manager, ranked amongst the largest institutional managers worldwide1 with:

650+ Investment professionals

1,500+ Clients

90+ Client markets

How our OCIO services can help

Non-profits

  • Dedicated teams of portfolio managers with specialized expertise in building investment strategies that align with nonprofit spending needs and mission objectives
  • Robust infrastructure, including compliance, risk management, regulatory controls, and cybersecurity infrastructure to ensure a strong governance framework

Defined Benefits (DB) plans

  • Extensive experience providing administrative, actuarial, trust/custody and asset management services to defined benefit plan sponsors
  • Success in building customized, liability-focused investment strategies aligned with clients' goals
  • Seamless transition towards a pension risk transfer solution

Get to know our advisory team.

Investment Solutions

Investment Solutions is a specialized team within Principal Asset Management. We have capabilities that range from liability-driven investing (LDI), OCIO, and Wealth portfolio solutions. Our team is focused on solving complex client challenges by providing tailored and outcome- oriented solutions and leveraging a variety of investment perspectives to meet the needs of clients of any size.

Head of Investment Solutions
Owais Rana
26 years of experience
Managing Director – Client Portfolio Management
Steve Guggenberger
35 years of experience

Get the latest insights.

1 411 managers profiled by total worldwide institutional assets as of December 31, 2023 “Largest Money Managers,” PENSIONS & INVESTMENTS, June 2024.

Data as of December 31, 2024, unless otherwise noted.

OCIO Solutions are provided by Investment Solutions, an advisory team within Principal Asset ManagementSM. Principal Asset Management leads global asset management at Principal®.