CAPTRUST Ranked on P&I OCIO Report

Pensions & Investments (P&I) ranked CAPTRUST #5 ($172 billion) on the 2025 Largest Managers of Full Discretionary Assets list, as part of the annual Investment Outsourcing report. The listing is based on worldwide institutional outsourced assets under management.

We consider these outsourced chief investment officer (OCIO) assets, which encompass endowments, foundations, defined benefit, and defined contribution (DC) plans where CAPTRUST has full discretion over the assets. This was a notable increase from 2024, when CAPTRUST had $138 billion of OCIO assets (as of March 31, 2024).

The ranking was bolstered by the firm’s DC OCIO practice growth. As of March 31, 2025, CAPTRUST oversaw $153 billion of discretionary DC assets. This ranks the firm first among the P&I’s Largest Managers Defined Contribution Managers, based on U.S. institutional outsourced assets under management.

The full rankings can be viewed here (a subscription may be required).

Disclosure: Pensions & Investments “2025 OCIO Special Report” rankings are based on CAPTRUST’s institutional outsourced assets under management as of March 31, 2025. CAPTRUST nor its advisors paid a fee to Pensions & Investments to obtain or use the ranking. For more information on the methodology, please see go here.