2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Gallagher Fiduciary Advisors, LLC





Business Model/TypeImplemented consulting












i.e. consulting firm that also has discretion over some assets.












Year entered into OCIO business 1987
Number of relationship managers/sales people n/a
Number of portfolio managers n/a
OCIO percentage of total firm revenue 0%
AUM full discretion $2.2B
Number of full discretionary clients 19
















Discretionary assets by fund type








Defined Benefit $794.8M
401(k), 403(b), other DC $1.3B
Endowments/Foundations $26.6B
Health Care Pools* $35.3M
Other $118.7M
*Board designated, funded depreciation.





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