Outsourced CIO, Fiduciary & Delegated Investment Technology Survey

OCIO Survey findings regarding the complexity of solutions and the critical importance of technology


Milestone Group published a report based on their new global survey with findings collected from outsourced CIO, fiduciary and delegated investment firms indicating that complexity is increasing in the industry. That complexity is strongly expressed both in the investment strategies that firms are developing (71%) and the portfolios they are implementing (86%). At the same time, the market is growing, and that growth is expected to increase significantly. The business implications are extensive, causing OCIO firms to seek to strengthen their operational controls and scale their business with improved technology.

Learn more interesting insights, observations, and findings on custom solutions, business growth and technology strategy.