2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Pentegra Investors




Business Model/TypeOther









Fully bundled OCIO provider including all investment and non-investment services, serving as 3(38), 3(21), and 3(16) fiduciary.  









Year entered into OCIO business 1943
Number of relationship managers/sales people 3
Number of portfolio managers 3
OCIO percentage of total firm revenue >75%
AUM full discretion $5.9B
Number of full discretionary clients 792
Minimum OCIO mandate $10M












Number of Full Discretionary Clients by Region






United States 792
Canada 0
UK/Europe 0
Other 0




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