2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Willis Towers Watson




Business Model/TypeImplemented consulting









A consulting firm that also has discretion over some assets.  









Year entered into OCIO business 1998
Number of relationship managers/sales people 63
Number of portfolio managers 32
OCIO percentage of total firm revenue n/a
AUM full discretion $44.9B
Number of full discretionary clients 53
Minimum OCIO mandate None












Number of Full Discretionary Clients by Region






United States 28
Canada 0
UK/Europe 25
Other 0