Wednesday, September 2nd, 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 Opinion Peers in Their Place: Performance, Pay, and the Risks of Copy-Paste Governance To get compensation right, it takes judgment, responsibility and understanding the kind of behavior an organization needs to incentivize. Asset Allocation As OCIO Assets Grow, GIPS Standards Aim to Bring Consistency to Performance Reporting Institutional clients increasingly seek to partner with outsourced providers who are GIPS compliant. Manager Selection Verizon, Lockheed Martin to Outsource Pensions to Goldman Sachs Asset Management The agreements represent a combined $70 billion in OCIO mandates. Pensions BlackRock Appointed as Fiduciary Manager for British Coal Staff Pension The £8 billion OCIO mandate with BCSSS will cover 39,000 members. Market Moves Family Offices Face a Turning Point With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business. Newsmakers Cerity Partners Hires Chief Innovation Officer The new position is responsible for driving artificial intelligence adoption at the wealth management and OCIO firm. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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