Buyer's Guide
Segal Rogerscasey
Business Model/TypeOCIO only
Open-architecture (no proprietary products used); Investment outsourcing is only business line.
| Year entered into OCIO business | 1979 |
| Number of relationship managers/sales people | 24 |
| Number of portfolio managers | 24 |
| OCIO percentage of total firm revenue | 7% |
| AUM full discretion | $1B |
| Number of full discretionary clients | 12 |
| Minimum OCIO mandate | None |
Number of Full Discretionary Clients by Region
| United States | 12 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |