2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


MCG Advisors





Business Model/TypeImplemented consulting












A consulting firm that also has discretion over some assets.  












Year entered into OCIO business 2005
Number of relationship managers/sales people 10
Number of portfolio managers 3
OCIO percentage of total firm revenue 37%
AUM full discretion $9.3B
Number of full discretionary clients 52
Minimum OCIO mandate None
















Number of Full Discretionary Clients by Region








United States 52
Canada 0
UK/Europe 0
Other 0





1 22 23 24 25 26 54