2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Northern Trust Asset Management





Business Model/TypeOCIO + other












An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.












Year entered into OCIO business 1979
Number of relationship managers/sales people 79
Number of portfolio managers 57
OCIO percentage of total firm revenue 0%
AUM full discretion $59.1B
Number of full discretionary clients 81
















Discretionary assets by fund type








Defined Benefit #
401(k), 403(b), other DC #
Endowments/Foundations #
Health Care Pools* #
Other #
*Board designated, funded depreciation.





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