2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Wells Fargo




Business Model/TypeProprietary/non-proprietary









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









Year entered into OCIO business 1932
Number of relationship managers/sales people n/a
Number of portfolio managers n/a
OCIO percentage of total firm revenue n/a
AUM full discretion $28.4B
Number of full discretionary clients 3,872
Minimum OCIO mandate $2M












Number of Full Discretionary Clients by Region






United States 3,872
Canada 0
UK/Europe 0
Other 0