2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Rocaton Investment Advisors




Business Model/TypeImplemented consulting









A consulting firm that also has discretion over some assets.  









Year entered into OCIO business 2012
Number of relationship managers/sales people 14
Number of portfolio managers 5
OCIO percentage of total firm revenue n/a
AUM full discretion $956.7M
Number of full discretionary clients 4
Minimum OCIO mandate None












Number of Full Discretionary Clients by Region






United States 4
Canada 0
UK/Europe 0
Other 0




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