2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Federal Way Asset Management







Business Model/TypeOCIO only


















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


















Year entered into OCIO business 2012
Number of relationship managers/sales people 1
Number of portfolio managers 3
OCIO percentage of total firm revenue 97%
AUM full discretion $3.7B
Number of full discretionary clients 2
Minimum OCIO mandate $100M
























Number of Full Discretionary Clients by Region












United States 1
Canada 1
UK/Europe 0
Other 0







1 13 14 15 16 17 54