Survey
Outsourcing Situation/Staffing Resources
| AVG SIZE OF INVESTMENT STAFF |
||
| Currently outsource or plan to in next 24 months | 41% (+10%) | 11 (+54%) |
| Do not outsource, and no plans to do so | 59% (-6%) | 12 (-32%) |
| (change from 2015) |
Respondent Organization Type/Staffing Resources/
Outsourcing Situation
| ORGANIZATION TYPE | AVG SIZE OF INVESTMENT STAFF |
% THAT OUTSOURCE/PLAN TO |
|
| Corporate pension | 36% (+2%) | 4 | 44% (0%) |
| Public pension | 21% (-21%) | 23 | 32% (+9%) |
| E&F/Nonprofit | 25% (+67%) | 3 | 36% (+7%) |
| Health Care | 7% (n/a) | 2 | 36% (n/a) |
| 401(k), 403(b), or 457 DC plan | 15% (n/a) | 3 | 52% (n/a) |
| Other | 13% (-43%) | 29 | 48% (+9%) |
| (change from 2015) |
Regions Represented/Staffing Resources/Outsourcing Situation
| REGION | AVG SIZE OF INVESTMENT STAFF |
% THAT OUTSOURCE/PLAN TO |
|
| US/Canada | 89% (+7%) | 7 | 41% (+11%) |
| Europe | 7% (-50%) | 42 | 25% (-40%) |
| Other | 5% (+22%) | 49 | 56% (+29%) |
| (change from 2015) |
Total Investable Portfolio/Staffing Resources/
Outsourcing Situation
| PORTFOLIO SIZE | AVG SIZE OF INVESTMENT STAFF |
% THAT OUTSOURCE/PLAN TO |
|
| <$100M | 14% (+51%) | 2 | 48% (-30%) |
| $100M–$500M | 16% (+36%) | 1 | 60% (+5%) |
| $500M–$1B | 13% (+79%) | 2 | 52% (-18%) |
| $1B–$5B | 26% (-3%) | 3 | 40% (+50%) |
| $5B–$15B | 13% (-31%) | 7 | 13% (-22%) |
| >$15B | 18% (-29%) | 46 | 31% (-11%) |
| (change from 2015) |