2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Angeles Investment Advisors













Business Model/TypeOCIO + other




































An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines.  




































Year entered into OCIO business 2001
Number of relationship managers/sales people 1
Number of portfolio managers 6
OCIO percentage of total firm revenue 40%
AUM full discretion $2.1B
Number of full discretionary clients 29
Minimum OCIO mandate $10M
















































Number of Full Discretionary Clients by Region
























United States 29
Canada 0
UK/Europe 0
Other 0