- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
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Past Surveys
Buyer's Guide
Number of Clients, Full Discretion*
| Provider | Number of Clients, Full Discretion |
| Aetos Alternatives Management, LP | 5 |
| Angeles Investment Advisors LLC | 43 |
| Aon | 410 |
| BlackRock | 95 |
| BNY Mellon Fiduciary Solutions, a division of BNY Mellon | 57 |
| Callan LLC | 14 |
| Cambridge Associates LLC | 91 |
| Canterbury Consulting | 22 |
| Commonfund | 253 |
| DeMarche Discretionary Management Services | 20 |
| DiMeo Schneider & Associates, L.L.C. | 32 |
| FEG Investment Advisors | 102 |
| Goldman Sachs | 350 |
| Investment Performance Services, LLC | 1 |
| J.P. Morgan Asset & Wealth Management | 420 |
| LCG Associates, Inc. | 3 |
| Mangham Associates | 16 |
| Meketa Investment Group | 32 |
| Mercer Investment Management, Inc. | 1,277 |
| Morgan Stanley | 340 |
| Northern Trust Asset Management | 90 |
| Partners Capital Investment Group | 90 |
| PFM Asset Management LLC | 212 |
| River and Mercantile Solutions | 100 |
| Rocaton Investment Advisors | 16 |
| Russell Investments | 446 |
| SECOR Asset Management | 1 |
| SEI Institutional Group | 528 |
| Spider Management Company | 30 |
| Strategic Investment Group | 28 |
| State Street Global Advisors | 14 |
| TIAA Endowment & Philanthropic Services, LLC | 26 |
| TIFF Investment Management | 600 |
| U.S. Trust | 419 |
| Vanguard | 1,076 |
| Verger Capital Management | 8 |
| Verus | 8 |
| Wells Fargo | 425 |
| Willis Towers Watson | 194 |
| *For purposes of this survey, Full Discretion is defined as the OCIO manager having full discretion to tactically select and replace investment managers without prior client approval. |
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