2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Aon Hewitt Investment Consulting, Inc.





Business Model/TypeImplemented consulting












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












Year entered into OCIO business 2009
Number of relationship managers/sales people 86
Number of portfolio managers 26
OCIO percentage of total firm revenue 38%
AUM full discretion $61.2B
Number of full discretionary clients 247
















Discretionary assets by fund type








Defined Benefit $52.4B
401(k), 403(b), other DC $6.1B
Endowments/Foundations $745M
Health Care Pools* $976M
Other $1B
*Board designated, funded depreciation.





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