2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


BlackRock, Inc.





Business Model/TypeProp/non-prop












An investment outsourcing platform that offers proprietary products alongside non-proprietary products. 1












Year entered into OCIO business 2006
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 $80.1B
Number of full discretionary clients 81
















Discretionary assets by fund type








Defined Benefit $68.7B
401(k), 403(b), other DC $0
Endowments/Foundations $1.8B
Health Care Pools* $0
Other $9.6B
*Board designated, funded depreciation.





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