2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


J.P. Morgan Asset Management





Business Model/TypeProprietary/non-proprietary












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












Year entered into OCIO business 1988
Number of relationship managers/sales people 1800
Number of portfolio managers 600
OCIO percentage of total firm revenue n/a
AUM full discretion $27.4B
Number of full discretionary clients 315
Minimum OCIO mandate $25M
















Number of Full Discretionary Clients by Region








United States 270
Canada 0
UK/Europe 23
Other 22





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