Buyer's Guide
Cambridge 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 | 1995 |
| Number of relationship managers/sales people | 3 |
| Number of portfolio managers | 9 |
| OCIO percentage of total firm revenue | 12% |
| AUM full discretion | $20.2B |
| Number of full discretionary clients | 86 |
Discretionary assets by fund type
| Defined Benefit | $4.5B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $12.6B |
| Health Care Pools* | $253M |
| Other | $2.9B |
| *Board designated, funded depreciation. | |