Tag: Outsourced CIO

Risk June 9, 2026

More Volatility or Economic Fallout? How Long-Term Investors Can Identify and Manage Risk

The ‘fundamentals’ that should stay top of mind, especially in current times, include studying data and planning for multiple scenarios.

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.

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.

Research November 20, 2025

OCIO to See $1.3T in Inflows by 2029

Growth in defined contribution channels is expected to lead outsourcing assets to $5.6 trillion by the end of the decade, according to Cerulli.

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.

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.

Pensions August 21, 2025

Berenberg, Lurse Awarded First OCIO Mandate

The two firms had previously partnered to offer outsourced CIO services to German occupational pensions.

Asset Allocation August 20, 2025

Endowments Could Turn to OCIO Amidst Tax Hikes, Liquidity Pressures

Outsourced CIOs with expertise in complex tax situations have an edge for attracting new clients, according to Cerulli Associates.

Newsmakers July 17, 2025

Franklin Templeton Taps Mercer’s Longtime OCIO Boss

After 33 years at Mercer, Rich Nuzum will spearhead FTIS efforts to grow its outsourced CIO business.

Pensions July 9, 2025

UK Plumbing Pension Picks WTW as OCIO for $1.63B Plan

The Plumbing and Mechanical Services Industry Pension Scheme aims to eventually offload its liabilities to an insurer.

Corporate Moves June 30, 2025

Brown Advisory to Acquire Marylebone Partners in International Push

The acquisition of the London-based investment manager will allow Brown to offer endowment-style investments to global clients.

Newsmakers June 27, 2025

Former UMD Foundation CIO Named Chief Global Strategist at OCIO Provider Acansa

Sam Gallo had previously served as the CIO the University of Maryland Foundation.