2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Russell Investments




Business Model/TypeOCIO + other









An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines. 









Year entered into OCIO business 1980
Number of relationship managers/sales people 70
Number of portfolio managers 83
OCIO percentage of total firm revenue 75%
AUM full discretion $96.6B
Number of full discretionary clients 358
Minimum OCIO mandate $25M












Number of Full Discretionary Clients by Region






United States 150
Canada 21
UK/Europe 100
Other 87




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