Buyer's Guide
Mercer
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 | 248 |
| Number of portfolio managers | 72 |
| OCIO percentage of total firm revenue | 40% |
| AUM full discretion | $150.7B |
| Number of full discretionary clients | 1,110 |
Discretionary assets by fund type
| Defined Benefit | $94.9B |
| 401(k), 403(b), other DC | $45.4B |
| Endowments/Foundations | $4B |
| Health Care Pools* | $48M |
| Other | $6.36B |
| *Board designated, funded depreciation. | |