2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


State Street Global Advisors

































Business Model/TypeOCIO + other













































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













































Year entered into OCIO business 1994
Number of relationship managers/sales people 10
Number of portfolio managers 61
OCIO percentage of total firm revenue < 3%
AUM full discretion $109.8B
Number of full discretionary clients 10




























































Discretionary assets by fund type






























Defined Benefit $74.1B
401(k), 403(b), other DC $0
Endowments/Foundations $0
Health Care Pools* $0
Other $35.7B
*Board designated, funded depreciation.































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