2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


The Common Fund for Nonprofit Organizations







Business Model/TypeOCIO + other


















An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines. 


















Year entered into OCIO business 2001
Number of relationship managers/sales people 44
Number of portfolio managers 6
OCIO percentage of total firm revenue 23%
AUM full discretion $6.45B
Number of full discretionary clients 67
Minimum OCIO mandate $25M
























Number of Full Discretionary Clients by Region












United States 64
Canada 3
UK/Europe 0
Other 0


















* Commonfund
1 10 11 12 13 14 54