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Some OCIO search consultants are worried about managers loading up OCIO portfolios with their own investment strategies, with some declining to recommend OCIOs that include too many proprietary products in their portfolios.

The outsourced CIO model has exploded, overseeing $3 trillion in institutional assets, more than triple the level of 15 years ago. But it still has a way to go in improving the transparency that asset owners need from OCIO providers entrusted with managing holdings.

Endowments and foundations are too light on alternative investments, increasingly use outsourced CIOs and have cooled off a bit on environmental, social and governance issues, among the findings of a recent survey from CAPTRUST Financial Advisors.