Tag: OCIO

Newsmakers March 3, 2026

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 February 23, 2026

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.

Asset Allocation January 23, 2026

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 January 14, 2026

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.

Corporate Moves January 8, 2026

Cerity Partners Finalizes Deal With Austin Private Wealth

The OCIO provider will add $1.4 billion in assets in retirement channels.

Asset Allocation October 16, 2025

Eli Lilly and Co. Selects Goldman Sachs for $25B OCIO Mandate

The company’s CIO, Susan Ridlen, retired in August, and Goldman Sachs Asset Management will now manage its portfolio.

Investment Team Structure October 10, 2025

Australia’s State Super Hires Frontier Advisors as Independent CIO

The consultant firm will employ the superannuation fund’s investment team and manage its portfolio, while the fund will take a ownership stake in the firm.

Newsmakers October 3, 2025

Rich Nuzum Speaks About What’s Next for OCIO

The Franklin Templeton outsourcing chief discussed the rapid growth of the industry in a CIO webinar.

Pensions September 30, 2025

Larger Deals Shape UK’s OCIO Trends

Outsourced and fiduciary managed assets rose $153.31 billion over the past year, according to Quantum Advisory.

Asset Allocation September 22, 2025

2025 CIO Outsourced Investment Manager Survey

Pensions September 9, 2025

Shell to Outsource $40B in European Pension Assets to Goldman Sachs

The mandate is one of the largest for the asset manager, which oversees $450 billion in OCIO assets.

Opinion August 25, 2025

A Holistic Evaluation of Custom Solutions

Using a holistic value measurement framework is an important evolution when evaluating the performance of an outsourced investment provider, writes an executive from Chestnut Advisory Group.