Wednesday, March 5th, 2025 ⁠A topical newsletter from CIO OCIO A newsletter for institutional investors, spotlighting the latest news about the outsourced CIO market. SPONSORED AD Asset Allocation Independent Schools Increasingly Using Outsourced CIO Providers Nearly one-half of institutions surveyed by Commonfund reported using an OCIO. 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. 2024 CIO Industry Innovation Awards OCIO - Investment Office Resources, LLC IOR attributes its success to a unique ability to enable in-house investment teams to add bandwidth and expertise in a flexible structure. Corporate Moves Mercer to Acquire Investment Consultant SECOR Asset Management The transaction is expected to close in the second quarter of 2025. Newsmakers Julia Mord Named CIO of Commonfund OCIO Currently the deputy CIO at Tulane University, Mord’s appointment is effective March 31. Asset Allocation CFA Establishes GIPS Guidance for OCIO Providers Effective December 2025, the framework – which has been in development for several years – will be mandatory for firms that claim compliance with GIPS standards. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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