2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Goldman Sachs





Business Model/TypeProp/non-prop












An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1












Year entered into OCIO business 1995
Number of relationship managers/sales people 284*
Number of portfolio managers  
OCIO percentage of total firm revenue n/a
AUM full discretion $60B
Number of full discretionary clients 227
















Discretionary assets by fund type








Defined Benefit $30.4B
401(k), 403(b), other DC $175M
Endowments/Foundations $8.2B
Health Care Pools* $451M
Other $20.8B
*Board designated, funded depreciation.





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