Home > Surveys > 2017 Outsourced-Chief Investment Officer Vendor Ratings

2017 Outsourced-Chief Investment Officer Vendor Ratings

Past Surveys

Vendor Ratings


Goldman Sachs









Client Satisfaction














  VERY






SATISFIED		 SOMEWHAT






SATISFIED		 NOT VERY






SATISFIED		 NOT AT ALL






SATISFIED
Overall service 69% 23% 0% 8%
Investment results 62% 31% 0% 7%
Value for fees 54% 38% 0% 8%
Ancillary services 75% 25% 0% 0%
































Top 3 Reasons Why Goldman Sachs Was Selected






     
1. Reputation/track record 75%
2. Management experience 67%
3. Client service 50%
































Investment Outsourcing AUM






  ASSETS CLIENTS
Recommends~ $40.9B 23
Full discretion $60B 227
~ Recommends manager selection or replacement subject to prior client approval.
































OCIO AUM by Client Type






   
Corporate pensions $26.3B
Public/government pensions $4.1B
Endowments/foundations $6.7B
Educational institutions/health care $2B
Other $21.4B
































OCIO AUM by Fund Type






   
Defined benefit pensions $30.4B
401(k), 403(b), or other DC plans $175M
Endowments/foundations $8.2B
Health care pools* $451M
Other $21B
*Board designated, funded depreciation.
































OCIO AUM by Investment Vehicle






   
Separate Accounts n/a
Pooled vehicles (proprietary to clients)** n/a
Pooled vehicles (outsourcer selected)*** n/a
Other n/a
**Managed by outside managers; ***Securities are selected by OCIO.
































Revenue by Fee Structure






   
Flat fees 0%
Sliding asset-based 100%
Performance-based 0%
Other 0%
































OCIO Executive(s)






Kane Brenan









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