Investment Office Resources Winner

Asset owners hire an outsourced chief investment officer (OCIO) to supplement their efforts, helping them achieve the returns they need to meet their long-term obligations. A great new player in this field is Investment Office Resources (IOR), helmed by the extremely capable and highly respected Anthony Waskiewicz. He served as the first CIO of one of the top US health systems for 10 years, building the investment office and bringing the program to national prominence. He founded IOR in 2020 and the business quickly established itself as a superb source of talent and know-how.

Waskiewicz assembled a team with deep allocator experience. The firm is dedicated to increasing speed, quality, and proficiency through new and innovative business practices that help to reduce fixed costs and provide on-demand access to value-add experts, partners, and solutions with smooth and adjustable vendor engagements. As the firm puts it, “We have been in your seat and know the pressures of running a high-functioning investment office.”

Finalists

• Bank of America

• Goldman Sachs

• PNC Institutional Asset Management

• State Street Global Advisors (SSGA)

• Vanguard