- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Buyer's Guide
Discretionary Assets* by Fund Type — Defined Benefit
Provider | Defined Benefit |
Aetos Alternatives Management, LP | $765MM |
Angeles Investment Advisors LLC | $541.8MM |
Aon | $80.52B |
BlackRock | $75.05B |
BNY Mellon Fiduciary Solutions, a division of BNY Mellon | $7.362B |
Callan LLC | $442MM |
Cambridge Associates LLC | $14.943B |
Canterbury Consulting | $43MM |
Commonfund | $0 |
DeMarche Discretionary Management Services | $42.3MM |
DiMeo Schneider & Associates, L.L.C. | $.44MM |
FEG Investment Advisors | $407MM |
Goldman Sachs | $58.31B |
Investment Performance Services, LLC | $0 |
J.P. Morgan Asset & Wealth Management | $19.353B |
LCG Associates, Inc. | $53MM |
Mangham Associates | $0 |
Meketa Investment Group | $5.984B |
Mercer Investment Management, Inc. | $122.6B |
Morgan Stanley | $17B |
Northern Trust Asset Management | $36.95B |
Partners Capital Investment Group | $731MM |
PFM Asset Management LLC | $2.939B |
River and Mercantile Solutions | $13.05B |
Rocaton Investment Advisors | |
Russell Investments | $70.79B |
SECOR Asset Management | $179.4MM |
SEI Institutional Group | $50.73B |
Spider Management Company | $0 |
Strategic Investment Group | $10.302B |
State Street Global Advisors | $58.5B |
TIAA Endowment & Philanthropic Services, LLC | $0 |
TIFF Investment Management | $0 |
U.S. Trust | $9.917B |
Vanguard | $10.37B |
Verger Capital Management | $0 |
Verus | |
Wells Fargo | |
Willis Towers Watson | $58.66B |
*For purposes of this survey, Full Discretion is defined as the OCIO manager having full discretion to tactically select and replace investment managers without prior client approval. |