Buyer's Guide
Cambridge Associates
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.
| Year entered into OCIO business | 2001 |
| Number of relationship managers/sales people | 3 |
| Number of portfolio managers | 9 dedicated OCIO teams for institutional clients |
| OCIO percentage of total firm revenue | 14% |
| AUM full discretion | $29.916B |
| Number of full discretionary clients | 108 |
Discretionary assets by fund type
| Defined Benefit | $13.274B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $13.138B |
| Health Care Pools* | $563M |
| Other | $2.941B |
| *Board designated, funded depreciation. | |