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Finding the Right Balance: Customization and Standardization in OCIO Solutions

As more endowments, foundations, and other institutional investors consider OCIO (Outsourced Chief Investment Officer) partnerships, a common question comes up […]

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The Mack Podcast: Anna Dunn Tabke on Outsourcing Investment Management for Institutions & Family Office

Anna Dunn Tabke joined The Mack Podcast to discuss OCIO for family offices, with a focus on governance and benchmarking.

The Mack Podcast: Anna Dunn Tabke on Outsourcing Investment Management for Institutions & Family Office Read More »

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Recent Research

Beyond Delegation: Maximizing Investment Committee Value in an OCIO Partnership
Finding the Right Balance: Customization and Standardization in OCIO Solutions
OCIO Growth is Shifting Toward Family Offices: Key Governance Considerations
Maximizing Mission Through Investment Returns Starts with Governance
FundFire: Anna Dunn Tabke on Private Markets Reporting

Leita Advisory is an independent OCIO search and governance consultant helping institutions build long-term investment partnerships. Leita is based in Atlanta, Georgia and offers fiduciary services to institutions across the US.

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