Buyer's Guide
Global Endowment Management
Business Model/TypeOCIO only
Open-architecture (no proprietary products used); Investment outsourcing is only business line.
| Year entered into OCIO business | 2007 |
| Number of relationship managers/sales people | 4 |
| Number of portfolio managers | 1 |
| OCIO percentage of total firm revenue | 100% |
| AUM full discretion | $7.8B |
| Number of full discretionary clients | 36 |
| Minimum OCIO mandate | None |
Number of Full Discretionary Clients by Region
| United States | 36 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |