Tag: OCIO

Newsmakers November 3, 2026

BlackRock Sees OCIO Mandates Continuing to Grow in Size

Larger endowments and foundations could be next to outsource, and the manager is increasingly targeting healthcare and family offices for growth, says the firm’s multi-asset head, Ryan Marshall.

Corporate Moves September 10, 2026

Vestmark Acquired by Envestnet

The combined fintech companies support more than $10T in assets.

Corporate Moves September 8, 2026

Wealth Adviser Prime Capital Launches Endowments, Foundations OCIO Practice

The firm taps Mark Hays to grow its institutional client base.

Asset Allocation July 31, 2026

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 July 9, 2026

Verizon, Lockheed Martin to Outsource Pensions to Goldman Sachs Asset Management

The agreements represent a combined $70 billion in OCIO mandates.

Pensions July 1, 2026

BlackRock Appointed as Fiduciary Manager for British Coal Staff Pension

The £8 billion OCIO mandate with BCSSS will cover 39,000 members.

Asset Management Culture May 1, 2026

Post-OCIO Life: What Happens to Investment Teams After Outsourcing

The decision to outsource investments often faces pushback from investment staff, many of whom soon have to find new roles.

Investment Team Structure April 22, 2026

Smaller Staff, Fewer Resources Continue Driving OCIO Adoption Among Smaller Endowments

Moving to an outsourced CIO model has become a necessity for many small teams.

Newsmakers April 8, 2026

Morgan Stanley’s OCIO Boss Sees Scale, Differentiation Supporting Growth

Sona Menon, Morgan Stanley Wealth Management's head of OCIO, says growth is strong among retirement, high-net-worth, endowment and foundation clients, with growing interest from insurers.

Corporate Moves April 8, 2026

OCIO Fiducient Advisors Acquires Plan Consultant Axia Advisory

The retirement plan consultant brings $1.9 billion in assets to the growing firm.

Newsmakers April 1, 2026

TIFF Promotes Trevor Graham as Co-CIO

The firm's head of equity and deputy CIO will join Jay Willoughby in the joint role.

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.