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Goldman Sachs wins $70 billion in asset management deals with Verizon, Lockheed Martin

Goldman Sachs has secured outsourced chief investment officer mandates from Verizon and Lockheed Martin, totaling $70 billion in retirement assets.

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The brief

Goldman Sachs Asset Management has entered into new agreements to manage retirement assets for Verizon and Lockheed Martin. These arrangements, structured as outsourced chief investment officer (OCIO) mandates, involve the transfer of investment management duties for the companies' pension funds.

Reporting from CNBC, GuruFocus, ai-cio.com, Quartz, and Pensions & Investments highlights the scale of the deal, noting a combined valuation of $70 billion. Coverage emphasizes the significance of these mandates within the broader asset management sector.

Future developments will involve the operational integration of these pension assets under the Goldman Sachs management structure. Official statements do not yet specify the timeline for the transition of management authority.

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Quick answers

What is the total value of the deals?

The deals involve $70 billion in retirement assets.

Which companies are involved?

Verizon and Lockheed Martin are outsourcing their pension management to Goldman Sachs Asset Management.

What type of mandate is this?

These are outsourced chief investment officer (OCIO) mandates.

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