2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Spider Management Company




Business Model/TypeOCIO only









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









Year entered into OCIO business 2006
Number of relationship managers/sales people 0
Number of portfolio managers 0
OCIO percentage of total firm revenue 100%
AUM full discretion $4.1B
Number of full discretionary clients 29












Discretionary assets by fund type






Defined Benefit $0
401(k), 403(b), other DC $0
Endowments/Foundations $4.1B
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.




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