Wednesday, March 4th, 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 Newsmakers Endowments, Foundations Could Drive Fidelity’s OCIO Push The manager has nearly doubled assets from higher education and nonprofits over the last three years, according to outsourcing boss Christian Pariseault. Asset Allocation Private K-12 Schools See Double-Digit Returns, Uptick in OCIO Use Independent school endowments saw an average 11.5% return in fiscal 2025, with more than half outsourcing various investment functions, according to Commonfund. Pensions DB Plans Choosing to De-Risk Instead of Terminate The pace of insured U.S. pension annuitizations slowed in 2025 after exceeding $50 billion in 2024, Aon reported. Corporate Moves Cerity Partners to Merge With Investment Consultant Verus The combined firm would manage and advise on $1.3 trillion in assets. Asset Allocation US OCIO Market Reached $2.5T in 2025 Global outsourced assets under management could reach $5.78 trillion by the end of the decade, according to Chestnut Advisory. Opinion Opinion: OCIO Services, A Strategic Investment Partner for Mission-Driven Organizations Advisers from Fiducient write that the partnerships built on trust, transparency and alignment of purpose work best. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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