- Introduction & Methodology
- Survey
- Vendor Ratings
- BlackRock
- Goldman Sachs
- J.P. Morgan Asset Management
- Morgan Stanley
- Russell
- Buyer's Guide
Past Surveys
Vendor Ratings
Morgan Stanley
Client Satisfaction
| VERY SATISFIED |
SOMEWHAT SATISFIED |
NOT VERY SATISFIED |
NOT AT ALL SATISFIED |
|
| Overall service | 60% | 40% | 0% | 0% |
| Investment results | 0% | 100% | 0% | 0% |
| Value for fees | 40% | 40% | 20% | 0% |
| Ancillary services | 50% | 50% | 0% | 0% |
Top 3 Reasons Why Morgan Stanley Was Selected
| 1. | Reputation/ track record | 80% |
| 2. | Management experience | 60% |
| 3. | Breadth of services | 60% |
Investment Outsourcing AUM
| ASSETS | CLIENTS | |
| Recommends~ | $490M | 5 |
| Full discretion | $18.2B | 251 |
| ~ Recommends manager selection or replacement subject to prior client approval. | ||
OCIO AUM by Client Type
| Corporate pensions | $422M |
| Public/government pensions | $0 |
| Endowments/foundations | $4.8B |
| Educational institutions/health care | $1.8B |
| Other | $11.2B |
OCIO AUM by Fund Type
| Defined benefit pensions | $9.8B |
| 401(k), 403(b), or other DC plans | $106M |
| Endowments/foundations | $4.9B |
| Health care pools* | $600M |
| Other | $2.8B |
| *Board designated, funded depreciation. | |
OCIO AUM by Investment Vehicle
| Separate Accounts | $10.9B |
| Pooled vehicles (proprietary to clients)** | $7.3B |
| Pooled vehicles (outsourcer selected)*** | $0 |
| Other | $0 |
| **Managed by outside managers; ***Securities are selected by OCIO. | |
Revenue by Fee Structure
| Flat fees | 10% |
| Sliding asset-based | 90% |
| Performance-based | 0% |
| Other | 0% |
OCIO Executive(s)
| Suzanne Lindquist |
| Lisa Shalett |