Following 2019, the Outsourced CIO of the Year is no longer an award category provided by Institutional Investor.

Foundation & Endowment Intelligence, published by Institutional Investor covers non-profit investment opportunities and the non-profit sector. Institutional Investor’s editorial staff analyzed the results of the voting to determine the winners, who were announced at the annual awards dinner and ceremony. Hedge fund managers were also invited to vote for the investor nominees. institutional investors and invited them to vote for the manager nominees. Once the nominees were publicly announced, the magazine group then conducted a wide survey of U.S. Institutional Investor Magazine and Foundation & Endowment Intelligence Award for “Outsourced CIO of the Year”: Following a public call for nominations, the editorial staff of Institutional Investor magazine selected award nominees based on how strongly candidates, both those put forward via the call for nominations, and those independently identified by the editorial staff, meet the criteria for their respective categories. For additional information on the OCIO of the Year Award, please visit.

The winners for each category were announced at an annual awards ceremony. Each category was assigned a designated percentage of the total score. Evaluation criteria includes quantitative information regarding number and asset value of new institutional clients added over the past year, percentage business growth for the same period, as well as qualitative information, including how advice over the last year impacted client returns, excellence in customer servicing, and ESG strategies and implementation and innovations implemented in the previous year.

Pension Bridge Institutional Asset Management Award for “OCIO of the Year”: Following a public call for applications, a panel of judges for the Pension Bridge Institutional Asset Management Awards (comprised of seven individuals for 2021) selected award category winners based on each entrant’s responses to evaluation category questions.

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