Wednesday, September 3rd, 2025 ⁠A topical newsletter from CIO OCIO A newsletter for institutional investors, spotlighting the latest news about the outsourced CIO market. SPONSORED AD Asset Allocation Endowments Could Turn to OCIO Amidst Tax Hikes, Liquidity Pressures Outsourced CIOs with expertise in complex tax situations have an edge for attracting new clients, according to Cerulli Associates. Asset Allocation Community Foundation of Herkimer and Oneida Counties Picks OCIO Already the social impact investor’s investment consultant, Crewcial Partners will take fiduciary management over the $220 million portfolio. Opinion A Complex Environment for Investing, Governance Raises the Appeal of Investment Outsourcing Insights from a Fidelity Investments portfolio manager on trends shaping investment strategies of small to midsize endowments and foundations in today's complex market environment. Newsmakers Franklin Templeton Taps Mercer’s Longtime OCIO Boss After 33 years at Mercer, Rich Nuzum will spearhead FTIS efforts to grow its outsourced CIO business. Pensions UK Plumbing Pension Picks WTW as OCIO for $1.63B Plan The Plumbing and Mechanical Services Industry Pension Scheme aims to eventually offload its liabilities to an insurer. Newsmakers Former UMD Foundation CIO Named Chief Global Strategist at OCIO Provider Acansa Sam Gallo had previously served as the CIO the University of Maryland Foundation. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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