2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Russell Investments




Business Model/TypeOCIO + other









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









Year entered into OCIO business 1980
Number of relationship managers/sales people 74
Number of portfolio managers 85
OCIO percentage of total firm revenue 75%
AUM full discretion $104.9B
Number of full discretionary clients 362












Discretionary assets by fund type






Defined Benefit $62.5B
401(k), 403(b), other DC $17.1B
Endowments/Foundations $2.5B
Health Care Pools* $1.6B
Other $21.1B
*Board designated, funded depreciation.




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