2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Partners Capital




Business Model/TypeProprietary/non-proprietary









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









Year entered into OCIO business 2001
Number of relationship managers/sales people 50
Number of portfolio managers 50
OCIO percentage of total firm revenue 88%
AUM full discretion $6.2B
Number of full discretionary clients 69
Minimum OCIO mandate $50M












Number of Full Discretionary Clients by Region






United States 8
Canada 0
UK/Europe 58
Other 3




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