2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Verus




Business Model/TypeOther









Both open-architecture and implemented consulting









Year entered into OCIO business 2011
Number of relationship managers/sales people 4
Number of portfolio managers 6
OCIO percentage of total firm revenue 33%
AUM full discretion $275M
Number of full discretionary clients 3












Discretionary assets by fund type






Defined Benefit $275M
401(k), 403(b), other DC $0
Endowments/Foundations $0
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.