- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Survey
Outsourcing Situation: All Respondents

Respondent Organization Type

Average Size of Investment Staff by Organization Type

Percentage That Outsource or Plan To by Organization Type

Percentage That Outsource or Plan To by Region

Respondent Regions Represented

Size of Investment Staff by Region

Respondent Total Investable Portfolio Size

Size of Investment Staff by Investable Portfolio Size

Percentage that Outsource / Plan To by Investable Portfolio Size

Types of Outsourcing Arrangements Used/Planned

How Much of the Portfolio Is Outsourced

Reasons for Outsourcing and Their Importance

Outsourcing Goals

Outsourcing Fee Structure

Non-Outsourcers
To your knowledge, have any OCIO providers
attempted to win your business in the past 12 months?

Reasons for Not Considering an Outsourcing
Arrangement and Their Importance:

