2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Covariance Capital Management







Business Model/TypeOCIO only


















Open-architecture (no proprietary products used); Investment outsourcing is only business line. 


















Year entered into OCIO business 2010
Number of relationship managers/sales people 7
Number of portfolio managers 2
OCIO percentage of total firm revenue 100%
AUM full discretion $2.2B
Number of full discretionary clients 4
Minimum OCIO mandate $50M
























Number of Full Discretionary Clients by Region












United States 4
Canada 0
UK/Europe 0
Other 0







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