Morgan Stanley Tops U.S. OCIO Rankings as Market Expands Rapidly
Event summary
- Morgan Stanley ranked #1 U.S. OCIO provider with $246.9B in AUM, per Chestnut Institute's inaugural awards.
- U.S. OCIO market grew 16% in 2025 to $2.5T, 75% of global AUM.
- Chestnut forecasts $2.6T in new OCIO AUM by 2030, reaching $4.38T in U.S.
- Morgan Stanley also ranked in seven other OCIO categories, including #2 in Union/Multi-Employer and Private Wealth OCIO.
- Awards based on 2025 AUM data from 56 global firms representing 82% of OCIO AUM.
The big picture
Morgan Stanley's top ranking underscores the accelerating shift toward OCIO solutions among institutional investors. The 16% U.S. market growth in 2025 highlights demand for outsourced investment management amid complex market conditions. With $2.6T in new AUM expected by 2030, scale and customized solutions will be key differentiators in this rapidly expanding sector.
What we're watching
- Market Growth
- Whether Morgan Stanley can sustain its lead as OCIO market expands to $4.38T in U.S. by 2030.
- Competitive Positioning
- How Morgan Stanley's boutique-level attention combined with global resources will differentiate it from competitors.
- Regulatory Dynamics
- The pace at which regulatory standards for OCIO transparency and comparability will evolve.
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