Business
Morgan Stanley Ranked #1 U.S. OCIO Provider in Inaugural Chestnut Institute Market Leader Awards
NEW YORK, January 23, 2026--Morgan Stanley (NYSE: MS) has been ranked the #1 Outsourced Chief Investment Officer (OCIO) provider in the United States with $246.9 billion in U.S. OCIO AUM, according to Chestnut Solutions Institute’s inaugural OCIO Market Leader Awards.1 The distinction recognizes the Firm’s industry‑leading scale, capabilities, and commitment to delivering high‑quality investment solutions to institutional clients.
About this update from Morgan Stanley
[{"type":"list","items":[{"val":[{"type":"text","content":"$246.9B in U.S. OCIO AUM places the Firm at the top of the inaugural Chestnut Solutions Institute OCIO Market Leader Awards.","length":124,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"Chestnut forecasts $2.6 trillion in new OCIO AUM will be added over the next five years.","length":88,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"Morgan Stanley OCIO recognized in 7 additional categories.","length":58,"tagName":"p","attribs":{}}]}],"tagName":"ul","bulletedList":true,"length":270,"olType":false},{"type":"text","content":"NEW YORK, January 23, 2026--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) has been ranked the #1 Outsourced Chief Investment Officer (OCIO) provider in the United States with $246.9 billion in U.S. OCIO AUM, according to Chestnut Solutions Institute’s inaugural OCIO Market Leader Awards.1 The distinction recognizes the Firm’s industry‑leading scale, capabilities, and commitment to delivering high‑quality investment solutions to institutional clients.","length":451,"tagName":"p"},{"type":"text","content":"The Institute’s accompanying report found that, in 2025, increased OCIO adoption was on the rise: The U.S. market expanded by 16% to $2.5 trillion, representing 75% of total global OCIO AUM, while non-U.S. regions experienced double digit growth. Chestnut forecasts $2.6 trillion in new OCIO AUM will be added over the next five years, to reach $4.38 trillion in the U.S. and $5.78 trillion globally by 2030.1","length":409,"tagName":"p"},{"type":"text","content":"Awards were presented to the five largest OCIO providers by 2025 AUM across nine categories. In addition to the #1 U.S. ranking, Morgan Stanley was also recognized across seven other key categories:","length":198,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"#2 Union/Multi-Employer OCIO – $41.7 billion AUM","length":48,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"#2 Private Wealth OCIO – $86.7 billion AUM","length":42,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"#3 Global Corporate DC OCIO – $71.7 billion AUM","length":47,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"#3 Global Non‑Profit OCIO – $39.4 billion AUM","length":45,"tagName":"p","attribs":{}}]},{"val":[{"type":"text","content":"#5 Global OCIO (All Mand...