2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Willis Towers Watson




Business Model/TypeImplemented consulting









i.e. consulting firm that also has discretion over some assets.









Year entered into OCIO business 1998
Number of relationship managers/sales people 70
Number of portfolio managers 32
OCIO percentage of total firm revenue 0%
AUM full discretion $44.6B
Number of full discretionary clients 55












Discretionary assets by fund type






Defined Benefit $41.4B
401(k), 403(b), other DC $3.2B
Endowments/Foundations $0
Health Care Pools* $121M
Other $0
*Board designated, funded depreciation.




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