Newsmakers
Vivek Jindal Named CIO of Caprock
The investment chief, formerly the CIO of Kore Private Wealth, most recently served as head of growth and private markets at Corient.
Tag: OCIO
Newsmakers
Northern Trust Names Katherine McCabe to Lead OCIO Strategy
McCabe will spearhead relationships between Northern Trust’s asset servicing business and outsourced CIO providers in a newly created role.
Asset Management Culture
How CIOs, OCIOs Are Structured to Face New Investing and Operational Challenges
Market shifts and new technology have changed how CIOs organize their teams.
Newsmakers
Strategic Investment Group Names New Heads of Investment, Private Markets
Brendan Burke will lead the investment team, while Kevin Killeavy will oversee private markets.
Corporate Moves
Mercer, Mizuho Will Partner on OCIO Offerings in Japan
Under the bank’s Asset Management One subsidiary, the duo will offer outsourced CIO services to institutional clients.
Surveys
Response Deadline Now June 6 for 2025 CIO Outsourced Investment Manager Survey
A growing number of asset owners, plan sponsors, and institutional investors are turning to outsourced CIOs and 3(38) managers to support their investment oversight. Tell us about what drives these decisions and the value these arrangements provide.
Corporate Moves
OCIO Provider Brown Advisory Expands to Abu Dhabi
The firm named Jack Weatherby as head of Middle East as part of a regional expansion.
Corporate Moves
University of Utah Selects Cynosure as OCIO for $1.8B Endowment
The Salt Lake City-based fiduciary manager was selected from 50 potential service providers.
Corporate Moves
Morgan Stanley Hires New Head of OCIO
Sona Menon is joining from Cambridge Associates.
Newsmakers
Capricorn Investment Group Adds to OCIO Practice
Mark Berryman and Nick Flores joined the firm as partners from multi-family office Caprock.
Corporate Moves
Gallagher & Co. Acquires Investment Consultant, OCIO Firm Agilis Partners
The Agilis team will be merged into Gallagher’s operations.
Asset Allocation
How Big Is OCIO Market? At Least $4.79T, per Chestnut Advisory
Outsourced CIO assets are at least 25% larger than average estimates, the investment consultant found.
Asset Allocation
Independent Schools Increasingly Using Outsourced CIO Providers
Nearly one-half of institutions surveyed by Commonfund reported using an OCIO.
Newsmakers
Julia Mord Named CIO of Commonfund OCIO
Currently the deputy CIO at Tulane University, Mord’s appointment is effective March 31.
Newsmakers
London CIV Names Jenny Buck as CIO
The appointment of the former Tesco pension CIO will be effective in early March.