2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


NEPC




Business Model/TypeImplemented consulting









A consulting firm that also has discretion over some assets.  









Year entered into OCIO business 2011
Number of relationship managers/sales people 14
Number of portfolio managers n/a
OCIO percentage of total firm revenue 9%
AUM full discretion $5.3B
Number of full discretionary clients 31
Minimum OCIO mandate $25M












Number of Full Discretionary Clients by Region






United States 31
Canada 0
UK/Europe 0
Other 0




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