2024 Outsourced Chief Investment Officer Survey

Provider Profiles


Aon

Portfolio Construction
Aon's scale, expertise in return-generation, and ability to manage risks are competitive differentiators. In addition, they have dedicated specialty teams for investor types such as corporate defined benefit, defined contribution, public funds, and non-profits. They are able to provide clients with top tier managers with well-negotiated fees in both active and passive mandates. They also have specialized expertise in alternative investments including real assets, private equity, and diversifying assets.
Profile
Business model§ OCIO + other
Year entered into OCIO business2010
No. of relationship managers/salespeople4
No. of OCIO portfolio managers39
OCIO % of total firm revenue0%
No. of clients, full discretion186
Full Discretionary Assets
Total full discretionary OCIO assets$155b
Discretionary Assets by Fund Type
Defined benefit$91.1b
401(k), 403(b) or other defined contribution plan$58.8b
Endowments or foundation$5b
Health care pools (board designated, funded depreciation)$0mm
Other$0mm
§OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line.

OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines.

Implemented consulting: A consulting firm that also has discretion over assigned assets.

Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products.

Other: An OCIO platform is something other than the types listed above.