2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Hirtle Callaghan & Co.





Business Model/TypeOCIO only












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












Year entered into OCIO business 1988
Number of relationship managers/sales people 18
Number of portfolio managers 25
OCIO percentage of total firm revenue 100%
AUM full discretion $24.1B
Number of full discretionary clients 255
Minimum OCIO mandate $10M
















Number of Full Discretionary Clients by Region








United States 255
Canada 0
UK/Europe 0
Other 0





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