- Introduction & Methodology
- Survey
- Vendor Ratings
- BlackRock
- Goldman Sachs
- J.P. Morgan Asset Management
- Morgan Stanley
- Russell
- Buyer's Guide
Past Surveys
Vendor Ratings
J.P. Morgan Asset Management
Client Satisfaction
| VERY SATISFIED |
SOMEWHAT SATISFIED |
NOT VERY SATISFIED |
NOT AT ALL SATISFIED |
|
| Overall service | 29% | 71% | 0% | 0% |
| Investment results | 14% | 86% | 0% | 0% |
| Value for fees | 43% | 43% | 14% | 0% |
| Ancillary services | 14% | 71% | 14% | 0% |
Top 3 Reasons Why J.P. Morgan Was Selected
| 1. | Management experience | 86% |
| 2. | Reputation/ track record | 71% |
| 3. | Breadth of services | 57% |
Investment Outsourcing AUM
| ASSETS | CLIENTS | |
| Recommends~ | $8.1B | 33 |
| Full discretion | $45.2B | 410 |
| ~ Recommends manager selection or replacement subject to prior client approval. | ||
OCIO AUM by Client Type
| Corporate pensions | $6.95B |
| Public/government pensions | $4.2B |
| Endowments/foundations | $16.4B |
| Educational institutions/health care | $6.4B |
| Other | $11.2B |
OCIO AUM by Fund Type
| Defined benefit pensions | $15.68B |
| 401(k), 403(b), or other DC plans | $236M |
| Endowments/foundations | $20.7B |
| Health care pools* | $0 |
| Other | $8.55B |
| *Board designated, funded depreciation. | |
OCIO AUM by Investment Vehicle
| Separate Accounts | $45.2B |
| Pooled vehicles (proprietary to clients)** | $0 |
| Pooled vehicles (outsourcer selected)*** | $0 |
| Other | $0 |
| **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)
| Jeffrey Geller |
| Monica Issar |
| Anthony Werley |