- Introduction & Methodology
- Survey
- Vendor Ratings
- BlackRock
- Goldman Sachs
- J.P. Morgan Asset Management
- Morgan Stanley
- Russell
- Buyer's Guide
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 |