Clients We Serve
PENSION PLANS
Aging populations, de-risking challenges, and changing attitudes toward retirement plans continue to affect the funded status and long-term sustainability of corporate and public defined benefit plans.Many of OUBO's long-time clients are among the world's largest pension providers, including Taft-Hartley funds, pension funds, and provident funds around the world. Our broad expertise covers organizational pension plans, collective bargaining plans and public pension plans. Using a portfolio-level advisory approach, we address pension-specific investment challenges through rigorous quantitative research and tailored solutions, including liability-driven investing, across traditional and non-traditional asset classes.
DEFINED CONTRIBUTION
Using insights into participant behavior and thoughtful plan design, OUBO works with many of the world's leading defined contribution plans to help their participants prepare for retirement.OUBO advocates for an institutional approach to investing that empowers individual investors to meet their long-term goals, satisfy their liabilities, and manage key risks. To that end, we focus on meaningful streamlined options, expanding the investment universe to include a diverse range of asset classes and strategies, and emphasizing the importance of retirement income.
Institutional Consultants
In recent years, changing business needs have transformed the role of institutional advisors, whether they operate on a regional, national or global basis.OUBO has a team with deep expertise in asset classes, investment styles and client types to provide advisors with relevant and actionable insights, meaningful perspectives and institutional client expertise to help them create distinctive solutions for their clients.
Sovereign Entities
Central banks, sovereign wealth funds, ministries of finance, multilateral organizations and other sovereign entities face a range of significant challenges.OUBO uses a quantitative, research-intensive perspective across public and private assets to advise institutional clients on a wide range of asset allocation and portfolio-level issues. Our goal is to be a strategic partner, leveraging our deep relationships to help global sovereigns achieve their investment objectives while appropriately managing risk.
Endowments & Foundations
Endowments, non-profits and charitable organizations face a broad set of daunting challenges, particularly generating sufficient returns to meet their spending needs. OUBO’s expertise in navigating multiple market cycles well-positions us to address these challenges head on. We are an active manager that works across both public and private asset classes and a wide-range of alternatives, including income-focused areas such as private credit, structured products, real estate, alternative risk premia and systematic strategies.
Financial Advisors
Financial advisors are tasked with constantly staying on top of volatile and complex markets while also managing changing client expectations. OUBO offers actively managed strategies and investment solutions, through mutual funds, ETFs and separately managed accounts, that leverage the deep asset-class expertise of our multi-managers. OUBO’s comprehensive suite of investment solutions, market insights, tools, and resources are specifically designed to enable financial advisors to meet their clients’ long-term and ever-evolving investment goals and objectives.
PGIM does not establish or operate pension plans.
