2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Spider Management Company





































Business Model/TypeOCIO only



















































Open-architecture (no proprietary products used): Investment outsourcing is our only business-line.



















































Year entered into OCIO business 2006
Number of relationship managers/sales people
Number of portfolio managers
OCIO percentage of total firm revenue 100%
AUM full discretion $4,555M
Number of full discretionary clients 29




































































Discretionary assets by fund type


































Defined Benefit $0
401(k), 403(b), other DC $0
Endowments/Foundations  $3,287M/$1,268M
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.



































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