2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Angeles Investment Advisors, LLC





Business Model/TypeProp/non-prop












An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1












Year entered into OCIO business 2001
Number of relationship managers/sales people 8
Number of portfolio managers 5
OCIO percentage of total firm revenue 45%
AUM full discretion $2.37B
Number of full discretionary clients 34
















Discretionary assets by fund type








Defined Benefit $411M
401(k), 403(b), other DC $98.1M
Endowments/Foundations $1.4B
Health Care Pools* $0
Other $239.2M
*Board designated, funded depreciation.





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