2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Aon Hewitt Investment Consulting

















































Business Model/TypeImplemented consulting





































































ie. we are a consulting firm that also has discretion over some assets.





































































Year entered into OCIO business 2009
Number of relationship managers/sales people 83
Number of portfolio managers 19
OCIO percentage of total firm revenue 44% (US only)
AUM full discretion $98.746B
Number of full discretionary clients 343




























































































Discretionary assets by fund type














































Defined Benefit $74.15B
401(k), 403(b), other DC $17.193B
Endowments/Foundations $360M
Health Care Pools* $3.349B
Other $3.694B
*Board designated, funded depreciation.
















































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