The Investment Solutions Institute is inviting providers worldwide to participate in the 2026 Global Investment Solutions & OCIO Study.

The Study encompasses the broad global market for custom investment solutions across partial- and full-portfolio mandates, including outsourced chief investment officer (OCIO) services. Participating firms and their clients may be located anywhere in the world, reflecting the increasingly global nature of this significant industry.

The annual Study is a cornerstone of the Institute’s work to educate the marketplace, establish standards, and enhance transparency. For the second consecutive year, it applies the Institute’s industry-vetted definition of an OCIO mandate, helping create greater consistency and comparability in how firms report OCIO assets and activity.

Participating firms receive valuable benefits, including inclusion in the Institute’s public Global OCIO Directory, eligibility for our Global OCIO Market Leader Awards, an exclusive respondent report with Study findings, and access to consolidated fee findings for firms that provide fee data. Participation also signals your firm’s alignment with the Institute’s mission of creating greater consistency and transparency in the reporting of OCIO mandates and AUM.

Interested in having your firm participate in the 2026 Study? Contact us to request participation.