Corporate Moves
Vestmark Acquired by Envestnet
The combined fintech companies support more than $10T in assets.
Tag: OCIO
Corporate Moves
Wealth Adviser Prime Capital Launches Endowments, Foundations OCIO Practice
The firm taps Mark Hays to grow its institutional client base.
Asset Allocation
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
Verizon, Lockheed Martin to Outsource Pensions to Goldman Sachs Asset Management
The agreements represent a combined $70 billion in OCIO mandates.
Pensions
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
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
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
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
OCIO Fiducient Advisors Acquires Plan Consultant Axia Advisory
The retirement plan consultant brings $1.9 billion in assets to the growing firm.
Newsmakers
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
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
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
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
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
Cerity Partners Finalizes Deal With Austin Private Wealth
The OCIO provider will add $1.4 billion in assets in retirement channels.