Buyer's Guide
P-Solve
Business Model/TypeImplemented consulting
A consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2003 |
| Number of relationship managers/sales people | 60 |
| Number of portfolio managers | 15 |
| OCIO percentage of total firm revenue | 40% |
| AUM full discretion | $11B |
| Number of full discretionary clients | 91 |
| Minimum OCIO mandate | None |
Number of Full Discretionary Clients by Region
| United States | 26 |
| Canada | 0 |
| UK/Europe | 65 |
| Other | 0 |