Featured research
The OCIO Transparency Framework
Six voluntary principles for clearer performance, fee, implementation, governance, client communication, and investment data disclosures.
Read the framework →Institutional decision support
Research & Insights.
OCIO data and market intelligence.
Independent perspectives for fiduciaries evaluating providers, performance, fees, and governance.
Market data snapshot
OCIO search firm market recognition
Institutional decision guides
Practical answers for search and oversight.
Use Alpha’s independent perspective to prepare an RFP, compare mandate economics, and connect provider evaluation to the institution’s governance model.
OCIO and investment consultant RFP
Define the mandate, request comparable evidence, evaluate finalists, normalize fees, and document the selection.
Read the RFP guide →OCIO fees and fee structures
Identify advisory fees, underlying expenses, implementation costs, other compensation, and the complete economics of the mandate.
Read the fee guide →Investment consultant search
Compare institutional investment consulting firms on team, capabilities, evidence, service, economics, conflicts, and fit.
Explore consultant selection →Original research and decision guides
Evidence alongside perspective.
Alpha’s research is grounded in direct search experience and proprietary industry data—not abstract commentary alone.
Transparency
The OCIO Transparency Framework
A voluntary set of six principles to strengthen transparency between outsourced chief investment officers and their institutional clients.
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OCIO model
If One OCIO Is Good, Two Is Great? Not So Fast
Why institutions consider splitting an outsourced chief investment officer mandate—and the governance, operational, and portfolio risks that follow.
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OCIO education
OCIO 101: Deciding Whether to Outsource Investment Decision-Making
An introduction to what OCIO means, how delegated investment management differs from traditional consulting, and the provider and service models institutions may encounter.
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OCIO education
OCIO 102: An Investment Committee Course
A practical comparison of custom, hybrid, and one-fund OCIO models, including their decision structures, benefits, tradeoffs, and institutional fit.
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Standards
Much Ado About GIPS Compliance
A practical institutional perspective on GIPS compliance, OCIO performance reporting, comparability, and due diligence.
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OCIO 2.0
Going OCIO 2.0? Don’t Forget Your Bags
What institutions should retain, price, and prepare when changing outsourced chief investment officer providers with legacy illiquid assets.
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Governance
Outsourced CIO: Not a Silver Bullet
Common misconceptions about outsourced chief investment officer relationships, fiduciary responsibility, fees, performance, and conflicts.
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Governance
Can OCIO Fix an Absentee Committee?
How outsourced investment management intersects with committee participation, accountability, oversight, and fiduciary responsibility.
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Selection
How to RFP the RFP Provider
What institutions should evaluate when selecting a consultant or outsourced chief investment officer search firm.
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Industry
Clients Give Consultants a Green Light for OCIO
Why investment consultants embraced outsourced chief investment officer services—and the performance, operational, and conflict challenges they face.
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Curated industry news
Broader OCIO market developments.
Third-party reporting selected for its relevance to institutional investors. These stories track major mandates, provider developments, governance decisions, and outsourcing trends; they do not necessarily reference Brad or Alpha.
Why Top Pensions Like Verizon and Lockheed Martin Are Outsourcing to GoldmanInstitutional Investor ↗Partners Capital Sees Rare Buying Opportunity in Private Credit TurmoilInstitutional Investor ↗OCIOs Like Morgan Stanley Target Insurance Assets for GrowthInstitutional Investor ↗Fidelity Ramps Up Its OCIO Business as More Institutions OutsourceInstitutional Investor ↗Even the Largest Institutions “Should All Be Doing” Some OCIO, Pension Trustee SaysInstitutional Investor ↗With Susan Ridlen Out, Eli Lilly Offloads $25B Retirement Portfolio to Goldman SachsInstitutional Investor ↗More Deals May Be in the Works as Wilshire Names New CEOInstitutional Investor ↗Knight Brings Its $2.6B Portfolio Back In-House After Decades of OutsourcingInstitutional Investor ↗Mercer Purchases $35B Investment Boutique SECORInstitutional Investor ↗CFA’s New OCIO Guidance Gets Mixed ReviewsInstitutional Investor ↗
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Alpha helps fiduciaries move from research and benchmarking to an objective OCIO or consultant selection process.
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