2019 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Discretionary Assets* by Fund Type — Health Care

Provider Health Care
Aetos Alternatives Management, LP $452MM
Angeles Investment Advisors LLC $0
Aon $0
BlackRock $0
BNY Mellon Fiduciary Solutions, a division of BNY Mellon $0
Callan LLC $0
Cambridge Associates LLC $0
Canterbury Consulting $0
Commonfund $552MM
DeMarche Discretionary Management Services $0
DiMeo Schneider & Associates, L.L.C. $0
FEG Investment Advisors $107MM
Goldman Sachs $890MM
Investment Performance Services, LLC $0
J.P. Morgan Asset & Wealth Management $0
LCG Associates, Inc. $0
Mangham Associates $0
Meketa Investment Group $300MM
Mercer Investment Management, Inc. $21MM
Morgan Stanley $600MM
Northern Trust Asset Management $545MM
Partners Capital Investment Group $0
PFM Asset Management LLC $0
River and Mercantile Solutions $0
Rocaton Investment Advisors
Russell Investments $7.53B
SECOR Asset Management $0
SEI Institutional Group $14.08B
Spider Management Company $0
Strategic Investment Group $0
State Street Global Advisors $0
TIAA Endowment & Philanthropic Services, LLC $0
TIFF Investment Management $0
U.S. Trust $0
Vanguard $3.35B
Verger Capital Management $0
Verus
Wells Fargo
Willis Towers Watson $0
*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.