Buyer's Guide
Fund Evaluation Group, LLC
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2003 |
| Number of relationship managers/sales people | 25 |
| Number of portfolio managers | 6 |
| OCIO percentage of total firm revenue | 6% |
| AUM full discretion | $2.9B |
| Number of full discretionary clients | 92 |
Discretionary assets by fund type
| Defined Benefit | $203.8M |
| 401(k), 403(b), other DC | $3M |
| Endowments/Foundations | $1.56B |
| Health Care Pools* | $1B |
| Other | $148.4M |
| *Board designated, funded depreciation. | |