Leita Insights
Perspectives on the evolving OCIO landscape, plus the latest news and events from Leita Advisory.
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September 30, 2026
At the FAOG 2026 Annual Conference, Anna Tabke, Founder and President of Leita Advisory, designed and led the session “Should We Act? Investment Governance Decisions & Stakeholder Communication Strategies.” Working with FAOG, she brought together Tony Gattuso of Cleveland Foundation, Jacob Kinsel of Manatee Community Foundation, and Laura Wirick of Meketa Investment Group. Between them, the panel covered an in-house investment team, a newly formed committee working with an OCIO, and th...
FundFire: Anna Tabke Shares Insights on UC Investments, State Street Launch ‘Endowment-Inspired’ ETF
September 4, 2026
Anna Dunn Tabke shared her perspective in a recent FundFire feature on State Street Investment Management’s new ETF, launched in partnership with UC Investments. The fund aims to open up institutional-style strategies, inspired by the University of California’s approach, to more retail investors.
Anna notes that while the fund’s design resembles a major endowment, it relies only on public stocks and bonds—lacking the broader diversification, including private assets and hedge funds, f...
September 2, 2026
An OCIO search consumes a meaningful amount of time and organizational resources. Organizations working with a search consultant should generally plan for a four- to six-month process. If you are running the process yourself, we encourage committees to budget six to nine months, if not longer. The exact timeline depends on the number of candidates, the organization's complexity, and the number of stakeholders involved. But perhaps more important than the calendar is understanding where...
FundFire: Leita Advisory Featured in Article Examining Spider Management's Single-Portfolio Approach
August 31, 2026
Leita Advisory Founder & President, Anna Dunn Tabke, CFA, CAIA, recently shared her perspective with FundFire for its article examining Spider Management’s distinctive single-portfolio approach.
Spider Management stands apart from many OCIO providers by offering clients access to the same portfolio managed for the University of Richmond. This model contrasts with much of the OCIO market, where customization has become a central part of the value proposition.
July 27, 2026
At the Accelerate Investors Summer Investor Insights Summit in Chicago, I moderated a panel titled “Inside the OCIO Playbook” with Hannah Rahill (GEM), Tim McEnery (Cerity Partners), and Anne Duggan (TIFF Investment Management).
June 26, 2026
FundFire’s Richard J. Chang recently spoke with Leita Advisory Founder and President Anna Dunn Tabke about how OCIO AI use is changing the industry. The article explores how firms are using AI to streamline manager research, due diligence, and operational workflows while considering the opportunities and limitations that come with new technology.
In the article, Anna notes that AI capabilities are becoming a differentiator among OCIO providers, particularly for firms that move beyond...
June 8, 2026
One of the most common hesitations I hear when evaluating if OCIO is the right model is:
“If we delegate investment decisions, what is left for us to do?”
For boards that have never operated in a delegated investment model, whether endowments, foundations, healthcare entities, or family offices, relinquishing decision authority can feel uncomfortable for Investment Committees used to reviewing managers, approving allocations, and offering expert perspective at quarterly meetings. Mov...
May 18, 2026
The move toward OCIO models in the endowment and foundation (E&F) world is often driven by increasing complexity. Achieving a long-term rate of return that outpaces inflation and spending now requires expanding beyond traditional asset classes like stocks and bonds. This expansion brings greater operational challenges when implementing complex portfolios with many line items.
Yet, a complex portfolio does not have to mean a complicated OCIO arrangement. Many OCIO providers offer “best...
May 8, 2026
The OCIO market continues to evolve. As pension growth slows and competition for endowments and foundations intensifies, OCIO providers are expanding into family offices, a segment where governance structures can be less formal and starting points vary widely.
April 21, 2026
Anna Tabke, CFA, CAIA, served as a featured speaker at a private investment conference that brought together CFOs from nonprofit organizations. Drawing on her experience leading OCIO searches for nonprofits, she shared why governance, not strategy, is the real driver of long-term investment outcomes.
March 25, 2026
Anna Dunn Tabke spoke with FundFire about how institutional investors are evaluating private markets service quality, and why operational support for finance teams should be part of every OCIO search.
February 10, 2026
Anna Dunn Tabke joined a panel on The Mack Podcast to discuss how institutions and family offices are rethinking investment governance, delegated authority and the "buy versus build" decision in outsourced investment management.
November 18, 2025
The Total Portfolio Approach (TPA) has gained attention since CalPERS voted to adopt it. This primer explains what TPA is, what's really different about it, from governance and factor analysis to benchmarking and risk reporting, and the open questions Leita is still researching.
October 10, 2025
Sorting OCIO providers by size is a natural starting point, but it doesn't tell the whole story. Here's how to compare OCIOs on the tradeoff between scale and specialization, and find the right fit for your governance model, resources and goals.
August 24, 2025
Anna Dunn Tabke, President of Leita Advisory, spoke with Chief Investment Officer about how new federal taxes and funding cuts are reshaping endowment strategies, from tax-aware investing to liquidity management.
August 20, 2025
Anna Dunn Tabke, founder of Leita Advisory, spoke with FundFire about the Cresset Monticello merger and what fiduciaries should evaluate when their investment advisor is acquired.
August 19, 2025
Cresset's combination with Monticello is the latest sign that the OCIO and investment consulting landscape is consolidating. When your OCIO is acquired, here are the key questions fiduciaries should ask to assess the change with clarity and a prudent process.
July 29, 2025
Leita Advisory sat down with more than 50 OCIO firms to learn what it takes to build an investment partnership that lasts 10+ years. Performance matters, but behavioral dynamics like communication style, listening ability and philosophical alignment often decide whether a partnership goes the distance.
June 11, 2025
As more Investment Committees explore the OCIO model, many default to a formal RFP. In practice, the traditional RFP can be slow, rigid, and overly focused on checking boxes. We explore when an RFP can be helpful, where it falls short, and how a better process can deliver more value with less friction.
May 29, 2025
Anna Dunn Tabke, founder of Leita Advisory, spoke with FundFire about why endowments and foundations with more than $1 billion in assets are increasingly revisiting the OCIO model.
May 4, 2025
Leanna Orr's The Allocator newsletter was the first to report on our founder Anna Dunn Tabke's intention to launch a new OCIO search consultant, Leita Advisory. The news went out to her who's-who list of institutional allocators.
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