Wednesday, June 3rd, 2026 ⁠A topical newsletter from CIO OCIO & 3(38) Investment Management A newsletter for institutional investors, spotlighting the latest news about the outsourced CIO market and 3(38) investment management. SPONSORED AD Asset Management Culture Post-OCIO Life: What Happens to Investment Teams After Outsourcing The decision to outsource investments often faces pushback from investment staff, many of whom soon have to find new roles. Newsmakers SEI Names Nathan Shetty as CIO The asset manager, outsourced CIO and technology service provider’s new investment chief has past experience at Nuveen and at UBS Asset Management. Investment Team Structure Smaller Staff, Fewer Resources Continue Driving OCIO Adoption Among Smaller Endowments Moving to an outsourced CIO model has become a necessity for many small teams. Newsmakers TIFF Taps Former Columbia Endowment COO as New Operations Chief Julius Mercado joins the outsourced CIO specialist, overseeing fund operations, portfolio reporting and data and analytics. Newsmakers Morgan Stanley’s OCIO Boss Sees Scale, Differentiation Supporting Growth Sona Menon, Morgan Stanley Wealth Management's head of OCIO, says growth is strong among retirement, high-net-worth, endowment and foundation clients, with growing interest from insurers. Corporate Moves OCIO Fiducient Advisors Acquires Plan Consultant Axia Advisory The retirement plan consultant brings $1.9 billion in assets to the growing firm. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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