2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Morgan Stanley




Business Model/TypeOCIO + other









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









Year entered into OCIO business 1992
Number of relationship managers/sales people 6
Number of portfolio managers 6
OCIO percentage of total firm revenue <1%
AUM full discretion $13.6B
Number of full discretionary clients 236
Minimum OCIO mandate $10M












Number of Full Discretionary Clients by Region






United States 228
Canada 1
UK/Europe 0
Other 7




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