2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


The Investment Fund for Foundations (TIFF)




Business Model/TypeOCIO only









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









Year entered into OCIO business 1995
Number of relationship managers/sales people 5
Number of portfolio managers 11
OCIO percentage of total firm revenue 1%
AUM full discretion $9.5B
Number of full discretionary clients 735












Discretionary assets by fund type






Defined Benefit $0
401(k), 403(b), other DC $0
Endowments/Foundations $9.5B
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.




1 46 47 48 49 50 54