Buyer's Guide
U.S. Trust, Bank of America Corporation
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 1853 |
| Number of relationship managers/sales people | 183 |
| Number of portfolio managers | 24 |
| OCIO percentage of total firm revenue | 0% |
| AUM full discretion | $23.9B |
| Number of full discretionary clients | 524 |
Discretionary assets by fund type
| Defined Benefit | $11B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $0 |
| Health Care Pools* | $0 |
| Other | $12.9B |
| *Board designated, funded depreciation. | |