Featured insight
The OCIO Transparency Framework
Six voluntary principles for clearer performance, fee, implementation, governance, client communication, and investment data disclosures.
Read the framework →Research and insights
OCIO Research, 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 →Proprietary research reports
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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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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Standards
Much Ado About GIPS Compliance
A practical institutional perspective on GIPS compliance, OCIO performance reporting, comparability, and due diligence.
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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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Governance
Top Tips for Virtual Meetings
Practical guidance for productive remote investment committee, consultant, and OCIO finalist meetings.
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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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News and industry coverage
OCIO developments in context.
A curated selection of recent OCIO industry coverage, major mandates, provider developments, and institutional outsourcing trends.
Jun. 24, 2026OCIO Boom Is Pushing Smaller Foundations Deeper Into Private MarketsInstitutional Investor ↗Feb. 19, 2026OCIOs Like Morgan Stanley Target Insurance Assets for GrowthInstitutional Investor ↗Dec. 2, 2025Fidelity Ramps Up its OCIO Business as More Institutions OutsourceInstitutional Investor ↗Nov. 25, 2025Even the Largest Institutions ‘Should All Be Doing’ Some OCIO, Pension Trustee SaysInstitutional Investor ↗Oct. 17, 2025With Susan Ridlen Out, Eli Lilly Offloads $25B Retirement Portfolio to Goldman SachsInstitutional Investor ↗Apr. 17, 2025Knight Brings Its $2.6B Portfolio Back In-House After Decades of OutsourcingInstitutional Investor ↗Feb. 18, 2025Mercer Purchases $35B Investment BoutiqueInstitutional Investor ↗Jan. 8, 2025CFA’s New OCIO Guidance Gets Mixed ReviewsInstitutional Investor ↗Nov. 25, 2024Endowments Expected to Help Drive the OCIO Industry to $4.2T by 2028Institutional Investor ↗Nov. 15, 2024Nokia Taps Mercer to Navigate Evolving Corporate PensionsInstitutional Investor ↗
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