Vendor Ratings
Goldman Sachs
Client Satisfaction
| |
VERY
SATISFIED |
SOMEWHAT
SATISFIED |
NOT VERY
SATISFIED |
NOT AT ALL
SATISFIED |
| Overall service |
50% |
50% |
0% |
0% |
| Investment results |
50% |
50% |
0% |
0% |
| Value for fees |
50% |
50% |
0% |
0% |
| Ancillary services |
50% |
50% |
0% |
0% |
Top 3 Reasons Why Goldman Sachs Was Selected
| |
|
|
| 1. |
Management experience |
100% |
| 2. |
Breadth of services |
100% |
| 3. |
Reputation/track record |
75% |
Investment Outsourcing AUM
| |
ASSETS |
CLIENTS |
| No discretion |
$15.7B |
19 |
| Recommends~ |
$19B |
22 |
| Full discretion |
$47.2B |
175 |
| ~ Recommends manager selection or replacement subject to prior client approval. |
OCIO AUM by Client Type
| |
|
| Corporate pensions |
$27B |
| Public/government pensions |
$1.6B |
| Endowments/foundations |
$7.1B |
| Educational institutions/health care |
Included w/ endowments |
| Other |
$5.3B |
OCIO AUM by Fund Type
| |
|
| Defined benefit pensions |
$27B |
| 401(k), 403(b), or other DC plans |
$0 |
| Endowments/foundations |
$7.1B |
| Health care pools* |
$0B |
| Other |
$13.1B |
| *Board designated, funded depreciation. |
OCIO AUM by Investment Vehicle
| |
|
| Separate Accounts |
n/a |
| Pooled vehicles (proprietary to clients)** |
n/a |
| Pooled vehicles (outsourcer selected)*** |
n/a |
| Other |
n/a |
| **Managed by outside managers; ***Securities are selected by OCIO. |
Revenue by Fee Structure
| |
|
| Flat fees |
0% |
| Sliding asset-based |
100% |
| Performance-based |
0% |
| Other |
0% |
