The Institute’s inaugural OCIO Market Leader Awards recognize the leading OCIO providers whose market scale can now be assessed on a consistent and comparable basis for the first time, based on standardized reporting aligned with the Institute’s definition of an OCIO mandate. Eligibility was limited to firms that participated in the Institute’s 2025 Global OCIO Study, reflecting their commitment to industry transparency and adherence to the Institute’s new OCIO mandate definition.Â
Market Leader Award Methodology
Eligibility for the 2025 OCIO Market Leader Awards was limited to firms that participated in the Chestnut Solutions Institute’s 2025 Global OCIO Study, reflecting their commitment to industry transparency and adherence to the Institute’s new OCIO mandate definition. These awards recognize the leading OCIO providers whose market scale can now be assessed on a consistent and comparable basis for the first time.
Each participating firm confirmed that the data in their survey submission complied with the Institute’s study guidelines, specifically:
- OCIO AUM was calculated in accordance with the Institute’s detailed criteria for counting OCIO assets, provided to all survey participants
Â
- OCIO AUM by client type reflected only OCIO engagements for end clients within that specific client category
Â
- OCIO AUM for each category was reported as of June 30, 2025
Â
The Institute awarded a 2025 OCIO Market Leader Award to the five firms reporting the largest OCIO AUM as of June 30, 2025 in each of the nine award categories.Â
