2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Canterbury Consulting







Business Model/TypeImplemented consulting







A consulting firm that also has discretion over some assets.  


















Year entered into OCIO business 2012
Number of relationship managers/sales people 12
Number of portfolio managers 4
OCIO percentage of total firm revenue 8%
AUM full discretion $230M
Number of full discretionary clients 12
Minimum OCIO mandate $20M
























Number of Full Discretionary Clients by Region












United States 12
Canada 0
UK/Europe 0
Other 0







1 9 10 11 12 13 54