FundFire: Anna Dunn Tabke on Why $1B+ Nonprofits Are Rethinking the OCIO Model

Rising Interest in OCIO for Large Nonprofits

Anna Dunn Tabke, founder of Leita Advisory, was featured in FundFire’s latest article on the evolving dynamics of OCIO adoption among large nonprofit institutions by Sabiq Shahidullah.

The piece highlights a $1.3 trillion “untapped” opportunity: university endowments and private foundations with more than $1 billion in assets — many of which have historically managed investments in-house. As Anna notes, that conventional wisdom is starting to shift.

“Endowments and foundations around the $1 billion mark today are increasingly struggling to attract and retain investment talent,” Anna told FundFire. “Turnover, geography, and a competitive CIO market are leading more institutions to revisit the OCIO model.”

Anna also spoke to the governance burden placed on small internal teams managing complex portfolios, especially when it comes to accessing and underwriting private market managers.

“It may be hard for a small, internal team...to truly find the right managers and conduct due diligence on them,” she said.

The full article explores how OCIO providers — especially mid-sized firms — are adjusting their strategies to serve larger institutions looking for scale, customization, and long-term partnership. OCIO for large nonprofits represents an attractive market segment for these firms. Read the full article on FundFire here.