Buyer's Guide
Morgan Stanley
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 1992 |
| Number of relationship managers/sales people | 6 |
| Number of portfolio managers | 8 |
| OCIO percentage of total firm revenue | <1% |
| AUM full discretion | $18.2B |
| Number of full discretionary clients | 251 |
Discretionary assets by fund type
| Defined Benefit | $9.8B |
| 401(k), 403(b), other DC | $106M |
| Endowments/Foundations | $4.9B |
| Health Care Pools* | $600M |
| Other | $2.8B |
| *Board designated, funded depreciation. | |