2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Mercer




Business Model/TypeOCIO + other









An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines. 









Year entered into OCIO business 1995
Number of relationship managers/sales people 223
Number of portfolio managers 65
OCIO percentage of total firm revenue 41%
AUM full discretion $134.2B
Number of full discretionary clients 907
Minimum OCIO mandate None












Number of Full Discretionary Clients by Region






United States 265
Canada 71
UK/Europe 267
Other 304




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