2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


State Street Global Advisors




Business Model/TypeProprietary/non-proprietary









An investment outsourcing platform that offers proprietary products alongside non-proprietary products.









Year entered into OCIO business 1994
Number of relationship managers/sales people 36
Number of portfolio managers 70
OCIO percentage of total firm revenue n/a
AUM full discretion $1.2B
Number of full discretionary clients 6
Minimum OCIO mandate $25M












Number of Full Discretionary Clients by Region






United States 6
Canada 0
UK/Europe 0
Other 0




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