2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Gerber Taylor





Business Model/TypeOCIO + other












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












Year entered into OCIO business 2000
Number of relationship managers/sales people 5
Number of portfolio managers 9
OCIO percentage of total firm revenue n/a
AUM full discretion $1.65B
Number of full discretionary clients 73
Minimum OCIO mandate $5M
















Number of Full Discretionary Clients by Region








United States 73
Canada 0
UK/Europe 0
Other 0





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