IPE institutional market survey: Fiduciary, OCIO & outsourcing 2026

IPE SURVEY FIDUCIARY, OCIO & OUTSOURCING

IPE’s annual fiduciary management, OCIO and outsourcing survey covers packaged advice and implementation services provided by investment management or consultancy firms to institutional investors.  

These include everything from asset liability modelling to portfolio construction and manager selection, in the form of fiduciary management, delegated consulting or other similar forms of implemented advice, covering all or part of the portfolio.

Full data access
Subscribers can download an Excel dataset of this survey. To subscribe to IPE visit ipe.com/membership  and for further information about the research or to participate in future surveys, contact dominic.gane@ipe.com

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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands