2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Siharum Advisors




Business Model/TypeOCIO only









Open-architecture (no proprietary products used): Investment outsourcing is only business line.









Year entered into OCIO business 2008
Number of relationship managers/sales people 3
Number of portfolio managers 2
OCIO percentage of total firm revenue 1%
AUM full discretion $289M
Number of full discretionary clients 91












Discretionary assets by fund type






Defined Benefit $13M
401(k), 403(b), other DC $0
Endowments/Foundations $10M
Health Care Pools* $0
Other $266M
*Board designated, funded depreciation.




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