2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Verus




Business Model/TypeOther









Five business lines split into non-discretionary and discretionary.  









Year entered into OCIO business 2010
Number of relationship managers/sales people 18
Number of portfolio managers 7
OCIO percentage of total firm revenue 36%
AUM full discretion $13.5B
Number of full discretionary clients 2
Minimum OCIO mandate None












Number of Full Discretionary Clients by Region






United States 1
Canada 1
UK/Europe 0
Other 0




 

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