2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Russell Investments

































Business Model/TypeOCIO + other













































An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.













































Year entered into OCIO business 1980
Number of relationship managers/sales people 84
Number of portfolio managers 83
OCIO percentage of total firm revenue 75%
AUM full discretion $224.409B
Number of full discretionary clients 474




























































Discretionary assets by fund type






























Defined Benefit $69.51B
401(k), 403(b), other DC $23.23B
Endowments/Foundations $2.864B
Health Care Pools* $6.448B
Other $122.361B
*Board designated, funded depreciation.































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