- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Buyer's Guide
Discretionary Assets* by Fund Type — Endowments/Foundations
Provider | Endowments/Foundations |
Aetos Alternatives Management, LP | $812MM |
Angeles Investment Advisors LLC | $1.35B |
Aon | $449MM |
BlackRock | $4.82B |
BNY Mellon Fiduciary Solutions, a division of BNY Mellon | $223MM |
Callan LLC | $532MM |
Cambridge Associates LLC | $16.525B |
Canterbury Consulting | $713MM |
Commonfund | $10.244B |
DeMarche Discretionary Management Services | $61.7MM |
DiMeo Schneider & Associates, L.L.C. | $1.55B |
FEG Investment Advisors | $2.368B |
Goldman Sachs | $12.73B |
Investment Performance Services, LLC | $34MM |
J.P. Morgan Asset & Wealth Management | $16.325B |
LCG Associates, Inc. | $104MM |
Mangham Associates | $85.95MM |
Meketa Investment Group | $1.133B |
Mercer Investment Management, Inc. | $10.63B |
Morgan Stanley | $8.5B |
Northern Trust Asset Management | $2.265B |
Partners Capital Investment Group | $4.688B |
PFM Asset Management LLC | $717.6MM |
River and Mercantile Solutions | $50MM |
Rocaton Investment Advisors | |
Russell Investments | $3.12B |
SECOR Asset Management | $0 |
SEI Institutional Group | $10.81B |
Spider Management Company | $4.39B |
Strategic Investment Group | $4.77B |
State Street Global Advisors | $0 |
TIAA Endowment & Philanthropic Services, LLC | $3B |
TIFF Investment Management | $9.1B |
U.S. Trust | $13.243B |
Vanguard | $18.23B |
Verger Capital Management | $1.61B |
Verus | |
Wells Fargo | |
Willis Towers Watson | $167MM |
*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. |