2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Gallagher Fiduciary Advisors





Business Model/TypeImplemented consulting












A consulting firm that also has discretion over some assets.  












Year entered into OCIO business 1987
Number of relationship managers/sales people n/a
Number of portfolio managers n/a
OCIO percentage of total firm revenue n/a
AUM full discretion $1.75B
Number of full discretionary clients 33
Minimum OCIO mandate None
















Number of Full Discretionary Clients by Region








United States 33
Canada 0
UK/Europe 0
Other 0





1 16 17 18 19 20 54