Buyer's Guide
Callan Associates
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 1996 |
| Number of relationship managers/sales people | 14 |
| Number of portfolio managers | |
| OCIO percentage of total firm revenue | 12% |
| AUM full discretion | $20.6B |
| Number of full discretionary clients | 10 |
Discretionary assets by fund type
| Defined Benefit | $537M |
| 401(k), 403(b), other DC | $19.5B |
| Endowments/Foundations | $552M |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |