OCIO Directory

The Institute’s OCIO AUM definition has established a new benchmark for market clarity and reinforces the Institute’s mission to promote transparency and best operating standards across the solutions industry. In keeping with that mission, we have created this public OCIO Directory – enabling  investors and other market participants to evaluate OCIO provider scale across firms on a truly consistent, comparable basis for the first time.

All firms included in the Directory have reported their OCIO AUM in accordance with the Institute’s OCIO mandate definition, reflecting their commitment to transparency and alignment with the Institute’s standards.  Inclusion in our directory was limited to firms that participated in the Institute’s 2025 Global OCIO Study.

An AUM figure marked with an asterisk (*) indicates the reporting firm was unable to verify that all of these assets fully meet the Chestnut Solutions Institute’s new OCIO mandate definition.