2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Goldman Sachs





Business Model/TypeProprietary/non-proprietary












An investment outsourcing platform that offers proprietary products alongside non-proprietary products.  












Year entered into OCIO business 1995
Number of relationship managers/sales people 280
Number of portfolio managers n/a
OCIO percentage of total firm revenue n/a
AUM full discretion $47.2B
Number of full discretionary clients 175
Minimum OCIO mandate $25M
















Number of Full Discretionary Clients by Region








United States 134
Canada 3
UK/Europe 20
Other 18





1 19 20 21 22 23 54