2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Willis Towers Watson

































Business Model/TypeImplemented consulting













































ie. we are a consulting firm that also has discretion over some assets.













































Year entered into OCIO business 1998
Number of relationship managers/sales people 85
Number of portfolio managers 28
OCIO percentage of total firm revenue
AUM full discretion $73.3B
Number of full discretionary clients 159




























































Discretionary assets by fund type






























Defined Benefit $57.6B
401(k), 403(b), other DC $12.47B
Endowments/Foundations $3.08B
Health Care Pools* $0
Other $118M
*Board designated, funded depreciation.
































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