2016 Outsourced Chief Investment Officer Survey

Survey


Length of Outsourcing Relationship

table image

More than three years 69%
Less than three years 31%

Outsourcing Fee Structure

table image

Flat fee 58% (+12%)
Performance fee 20% (+33%)
Sliding asset-based 39% (-13%)
Other 2% (-60%)
  (change from 2015)

Outsourcing Fee Structure

  VERY
SATISFIED
SOMEWHAT
SATISFIED
NOT VERY
SATISFIED
NOT AT ALL
SATISFIED
Overall client service 69% 27% 0% 4%
Investment results 56% 43% 1% 0%
Value for fees 59% 37% 1% 3%
Ancillary services 58% 38% 0% 4%