2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Federal Way Asset Management





Business Model/TypeOCIO + other












An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.












Year entered into OCIO business 2012
Number of relationship managers/sales people 2
Number of portfolio managers 3
OCIO percentage of total firm revenue 93%
AUM full discretion $3.4B
Number of full discretionary clients 2
















Discretionary assets by fund type








Defined Benefit $3.4B
401(k), 403(b), other DC $0
Endowments/Foundations $0
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.





1 17 18 19 20 21 54