2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


BlackRock, Inc.

































Business Model/TypeProp/non-prop













































An investment outsourcing platform that offers proprietary products alongside non-proprietary products.













































Year entered into OCIO business 2006
Number of relationship managers/sales people N/A
Number of portfolio managers N/A
OCIO percentage of total firm revenue N/A
AUM full discretion $85.745B
Number of full discretionary clients 75




























































Discretionary assets by fund type






























Defined Benefit $70.878B
401(k), 403(b), other DC $0
Endowments/Foundations $3.456B
Health Care Pools* $0
Other $11.410B
*Board designated, funded depreciation.
































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