2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Vanguard




Business Model/TypeOther









An investment outsourcing platform that offers proprietary products.  









Year entered into OCIO business 1997
Number of relationship managers/sales people 40
Number of portfolio managers n/a
OCIO percentage of total firm revenue n/a
AUM full discretion $22.91B
Number of full discretionary clients 715
Minimum OCIO mandate $2M












Number of Full Discretionary Clients by Region






United States 715
Canada 0
UK/Europe 0
Other 0




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