Buyer's Guide
Vanguard
Business Model/TypeOther
We are an outsourced chief investment officer (OCIO) service that primarily offers proprietary products.
| Year entered into OCIO business | 1997 |
| Number of relationship managers/sales people | 55 |
| Number of portfolio managers | 36 |
| OCIO percentage of total firm revenue | |
| AUM full discretion | $36B |
| Number of full discretionary clients | 979 |
Discretionary assets by fund type
| Defined Benefit | $11.79B |
| 401(k), 403(b), other DC | N/A |
| Endowments/Foundations | $15.16B |
| Health Care Pools* | N/A |
| Other | $9.05B |
| *Board designated, funded depreciation. | |