Buyer's Guide
Wells Fargo
Business Model/TypeProp/non-prop
An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1
| Year entered into OCIO business | 1932 |
| Number of relationship managers/sales people | n/a |
| Number of portfolio managers | n/a |
| OCIO percentage of total firm revenue | n/a |
| AUM full discretion | $31B |
| Number of full discretionary clients | 3,636 |
Discretionary assets by fund type
| Defined Benefit | # |
| 401(k), 403(b), other DC | # |
| Endowments/Foundations | # |
| Health Care Pools* | # |
| Other | # |
| *Board designated, funded depreciation. | |