2019 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Number of Relationship Managers/Salespeople Dedicated to Institutional OCIO

Provider Relationship Managers/Salespeople
Aetos Alternatives Management, LP 4
Angeles Investment Advisors LLC 9
Aon 80
BlackRock
BNY Mellon Fiduciary Solutions, a division of BNY Mellon 11
Callan LLC 16
Cambridge Associates LLC 16
Canterbury Consulting
Commonfund 26
DeMarche Discretionary Management Services 4
DiMeo Schneider & Associates, L.L.C.
FEG Investment Advisors 15
Goldman Sachs 448
Investment Performance Services, LLC
J.P. Morgan Asset & Wealth Management 1640
LCG Associates, Inc. 10
Mangham Associates 6
Meketa Investment Group
Mercer Investment Management, Inc. 343
Morgan Stanley 6
Northern Trust Asset Management 79
Partners Capital Investment Group 0
PFM Asset Management LLC 17
River and Mercantile Solutions 17
Rocaton Investment Advisors 12
Russell Investments 93
SECOR Asset Management 4
SEI Institutional Group 48
Spider Management Company
Strategic Investment Group 8
State Street Global Advisors 8
TIAA Endowment & Philanthropic Services, LLC 10
TIFF Investment Management 6
U.S. Trust 189
Vanguard 65
Verger Capital Management 4
Verus 22
Wells Fargo 26
Willis Towers Watson 125
1 4 5 6 7 8 15