MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, primarily by making available funds already offered in the retirement plan.  Our aim was to provide partners with convenient, time-saving investment options, including access to alternative investments.

Today, we are a company of approximately 200 people managing retirement and after-tax investments for roughly 30,000 current and former McKinsey employees. A key element of our operating model is that we operate at-cost, generating no profit for either MIO or McKinsey. Our incentives are aligned with those of our investors due to significant management participation in the funds.

Investment Management

Retirement

MIO Partners, Inc.

MIO Partners, Inc.'s headquarters in New York, NY, United States

This department focuses on analyzing and modeling quantitative data to assess risks and inform investment decisions.

Quantitative Analysis

The Investment Analysis and Portfolio Management team at MIO Partners, Inc. is responsible for managing and optimizing investment portfolios for McKinsey's retirement and after-tax assets. This team conducts in-depth quantitative research, analyzes market trends, and employs risk management strategies to ensure sustainable growth while aligning their interests with the investors they serve. Additionally, they provide expert guidance on various investment vehicles, including alternative investments, to enhance the value and performance of the fund offerings.

Investment Analysis and Portfolio Management

This department provides expert advice and analysis on investment opportunities and strategies.

Investment Advisory

This department focuses on establishing and managing strategic partnerships to enhance business growth and collaboration.

Partnership Development

The Technology and Data team at MIO Partners, Inc. is responsible for developing and maintaining the technical infrastructure and data analytics capabilities that support the company's asset management services. This team encompasses a diverse range of roles, including application development, data analysis, and infrastructure engineering, ensuring robust systems for managing retirement and after-tax investments. By leveraging advanced technology and data-driven insights, the team aims to enhance operational efficiency and deliver a seamless investment experience for McKinsey's partners.

Technology and Data

The Finance and Accounting team at MIO Partners, Inc. is responsible for managing the financial health of the organization and overseeing its fund accounting operations. This includes tasks such as financial analysis, budgeting, tax compliance, and reporting, as well as ensuring the accurate tracking of retirement and after-tax investments for McKinsey's partners. The team also works to optimize operational efficiencies and supports strategic financial initiatives that align with the organization's goal of providing cost-effective investment options.

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Other teams

Investment Analysis and Portfolio Management

Investment Advisory

Partnership Development

Technology and Data

Finance and Accounting