Research And News

Proprietary Research Reports

News

Feb 18, 2025

“Mercer Purchases $35B Investment Boutique,”

Institutional Investor,’ by James Comtois

Jan 8, 2025

“CFA’s New OCIO Guidance Gets Mixed Reviews,”

Institutional Investor,’ by James Comtois

Nov 25, 2024

“Endowments Expected to Help Drive the OCIO Industry to $4.2t by 2028,”

Institutional Investor,’ by James Comtois

Nov 15, 2024

“Nokia Taps Mercer to Navigate Evolving Corporate Pensions,”

Institutional Investor,’ by James Comtois

Oct 25, 2024

“What the Hightower/NEPC Deal Could Mean for Wealth Management and OCIOs,”

Institutional Investor,’ by James Comtois

Oct 24, 2024

“OCIOs Under Pressure to Increase Fee Transparency,”

FundFire,’ by Sabiq Shahidullah McElhaney

Aug 8, 2024

“The Obama Foundation is Outsourcing Investments,”

Institutional Investor,’ by Alicia McElhaney

Jun 10, 2024

“The Returns Gap Between the Best and Worst OCIOs is the Largest in Years,”

Institutional Investor,’ by Alicia McElhaney

May 16, 2024

“Goldman Sachs Wins $43.4 Billion UPS Deal,”

Institutional Investor,’ by Alicia McElhaney

Jan 8, 2024

“Prospects for OCIOs Grew in 2023, but Scrutiny Remains,”

FundFire,’ by Sam Heller

Dec 5, 2023

“Mercer Buys Vanguard OCIO Unit,”

Institutional Investor,’ by Alicia McElhaney

Sep 13, 2023

“CFA Develops Guidelines for OCIOs to Comply with GIPS,”

FundFire,’ by Sam Heller

Apr 17, 2023

“Asset Manager OCIOs Face Conflict Questions from Search Consultants,”

FundFire,’ by Sam Heller

Dec 28, 2022

“In OCIO Space, Corporate Pensions Get Short End of Volatility Stick,”

FundFire,’ by Justin Mitchell

Aug 11, 2022

“Endowments and Foundations See Losses in Early 2022 Numbers,”

FundFire,’ by Justin Mitchell

Aug 10, 2022

“OCIOs Bet on ESG Know-How to Win Over Nonprofits,”

FundFire,’ by Justin Mitchell

Jul 22, 2022

“CFA Rounds Up Working Group to Help Develop GIPS Standards for OCIOs,”

FundFire,’ by Justin Mitchell

Jun 17, 2022

“Messy Fee Data Complicates OCIO Searches,”

FundFire,’ by Justin Mitchell

Apr 14, 2022

“Is there any OCIO Model that is Conflict Free,”

Institutional Investor,’ by Alicia McElhaney

Feb 24, 2022

“Endowments Hike Long-Term Return Targets Volatile Outlook,”

FundFire,’ by Justin Mitchell

Jan 27, 2022

“Rise of OCIO Search Consultants Exerts Downward Pressure on Fees,”

FundFire,’ by Justin Mitchell

Dec 7, 2021

“OCIO Data to Power Peer Universe Tool for eVestment, Solovis Platforms,”

FundFire,’ by Justin Mitchell

Nov 23, 2021

“OCIO Assets on Pace to Exceed $4T by 2026,”

FundFire,’ by Justin Mitchell

Nov 18, 2021

“OCIO Market Booms as Investments Get More Complex,”

Institutional Investor,’ by Jessica Hamlin

Oct 4, 2021

“Consultants Pledge to Start Reporting Internal Diversity Data,”

FundFire,’ by Justin Mitchell

Sep 15, 2021

“Top Endowment & Foundation Returns Tower Over FY’21 Laggards,”

FundFire,’ by Justin Mitchell

Aug 25, 2021

“Yale Chooses 36-Year-Old Endowment Insider for Next CIO,”

FundFire,’ by Justin Mitchell

Aug 16, 2021

“Endowments and Foundations Look Set for ‘Crazy’ Returns Bonanza,”

FundFire,’ by Justin Mitchell

Jun 28, 2021

“OCIO Rides Market Rebound to Big Growth,”

Pensions & Investment,’ by Christine Williamson

May 10, 2021

“OCIO Searches Spike, Driven by Performance Dissatisfaction,”

FundFire,’ by Lisa Fu

Jan 15, 2021

“New OCIO Launches, Targeting Clients in Smaller End of E&F Market,”

FundFire,’ by Aziza Kasumov

Dec 11, 2020

“OCIOs Are Hungry for Nonprofit Business As Their Pension Client Base Matures,”

FundFire,’ by Aziza Kasumov

Dec 10, 2020

“For OCIO Providers, The Fee Pressure Is On,”

FundFire,’ by Aziza Kasumov

Nov 19, 2020

“Evestment to Offer Alpha Nasdaq OCIO Performance Data Through Platform,”

FundFire,’ by Aziza Kasumov

Oct 9, 2020

“Manager Diversity Is Increasingly Important for University Endowments,”

Institutional Investor,’ by Alicia McElhaney

Jul 31, 2020

“Clients Are Kind of Cringing’: Why Insiders Say OCIO Marketing Needs to Change,”

Institutional Investor,’ by Alicia McElhaney

Jul 28, 2020

“Consultant Heavyweights Took Millions in PPP Loans,”

FundFire,’ by Aziza Kasumov

Jun 30, 2020

“OCIOs Expect Pandemic-Fueled Client Boost, See First Spike in Activity,”

FundFire,’ by Aziza Kasumov

Jun 29, 2020

“OCIO Growth Assisted by Volatile Times,”

Pensions & Investments,’ by Christine Williamson

Jun 16, 2020

“OCIO Firms Faltered During the First Quarter. But Institutions Still Want to Outsource,”

Institutional Investor,’ by Alicia McElhaney

Jun 5, 2020

“Mercy Health Charity Hands $2B to a Donor’s Secretive Family Office, Stunning Experts,”

Institutional Investor,’ by Leanna Orr

May 5, 2020

“Alpha Capital Management Launches OCIO Indexes with Nasdaq,”

Pensions & Investments,’ by Christine Williamson

Apr 30, 2020

“An OCIO Performance Index Exists for the First Time. Here’s How They Did,”

Institutional Investor,’ by Alicia McElhaney

Feb 18, 2020

“How Search Consultants Weigh Potential Conflicts in the OCIO World,”

FundFire,’ by Lisa Fu

Feb 12, 2020

“What Makes a Successful OCIO Pitch? A Growing List of Extra Services,”

FundFire,’ by Aziza Kasumov

Dec 19, 2019

“As Search Firms Gain Momentum, OCIO Providers Need to Catch Up,”

FundFire,’ by Aziza Kasumov

Nov 22, 2019

“Ready or Not: the OCIO Benchmark is Coming,”

FundFire,’ by Aziza Kasumov

Nov 21, 2019

“Alpha Capital Joins with Nasdaq to Create OCIO Tools to Increase Transparency,”

Press Release,’ by James Comtois

Nov 7, 2019

“Amid Flood of RFPs, Details Can Make or Break a Deal,”

FundFire,’ by Aziza Kasumov

Nov 6, 2019

“TIAA Gives Up on OCIO Business in Surprise Move,”

FundFire,’ by Aziza Kasumov

Jul 31, 2019

“David Swensen is Great for Yale. Is He Horrible for Investing?,”

Institutional Investor,’ by Leanna Orr

Jun 17, 2019

“Getting Married and Talking Divorce: Investors Prioritize OCIO Exit Strategies,”

FundFire,’ by Aziza Kasumov

May 16, 2019

“Early Converts Rethink OCIO Model,”

FundFire,’ by Aziza Kasumov

Mar 19, 2019

“Replacement Searches Surge as Inst’l investors Expect More from OCIOs,”

FundFire,’ by Aziza Kasumov

Feb 11, 2019

“How a Decade of Consolidation has Changed the Consultant Industry,”

FundFire,’ by Alana Pipe