- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Buyer's Guide
Business Model/Type
OCIO only
Open-architecture (no proprietary products used): Investment outsourcing is only business line.
Open-architecture (no proprietary products used): Investment outsourcing is only business line.
OCIO + other
An open-architecture/ manager-of-manager investment outsourcing platform as one of multiple business lines.
An open-architecture/ manager-of-manager investment outsourcing platform as one of multiple business lines.
Implemented
consulting
i.e. consulting firm that also has discretion over some assets.
consulting
i.e. consulting firm that also has discretion over some assets.
Proprietary/
non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products
non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products
VerusImplemented
| Provider | Business Model/Type |
| Aetos Alternatives Management, LP | OCIO + other |
| Angeles Investment Advisors LLC | OCIO only |
| Aon | Implemented |
| BlackRock | Other |
| BNY Mellon Fiduciary Solutions, a division of BNY Mellon | Proprietary/non-proprietary |
| Callan LLC | OCIO + other |
| Cambridge Associates LLC | OCIO only |
| Canterbury Consulting | Implemented |
| Commonfund | OCIO + other |
| DeMarche Discretionary Management Services | OCIO + other |
| DiMeo Schneider & Associates, L.L.C. | Implemented |
| FEG Investment Advisors | OCIO + other |
| Goldman Sachs | Other |
| Investment Performance Services, LLC | Implemented |
| J.P. Morgan Asset & Wealth Management | Proprietary/non-proprietary |
| LCG Associates, Inc. | Implemented |
| Mangham Associates | Proprietary/non-proprietary |
| Meketa Investment Group | Implemented |
| Mercer Investment Management, Inc. | OCIO + other |
| Morgan Stanley | OCIO + other |
| Northern Trust Asset Management | OCIO + other |
| Partners Capital Investment Group | OCIO only |
| PFM Asset Management LLC | OCIO + other |
| River and Mercantile Solutions | OCIO + other |
| Rocaton Investment Advisors | OCIO + other |
| Russell Investments | OCIO + other |
| SECOR Asset Management | OCIO + other |
| SEI Institutional Group | OCIO + other |
| Spider Management Company | OCIO only |
| Strategic Investment Group | OCIO only |
| State Street Global Advisors | Proprietary/non-proprietary |
| TIAA Endowment & Philanthropic Services, LLC | OCIO only |
| TIFF Investment Management | OCIO only |
| U.S. Trust | OCIO + other |
| Vanguard | Proprietary/non-proprietary |
| Verger Capital Management | OCIO only |
| Wells Fargo | OCIO + other |
| Willis Towers Watson | Implemented |
OCIO only
Open-architecture (no proprietary products used): Investment outsourcing is only business line.
Open-architecture (no proprietary products used): Investment outsourcing is only business line.
OCIO + other
An open-architecture/ manager-of-manager investment outsourcing platform as one of multiple business lines.
An open-architecture/ manager-of-manager investment outsourcing platform as one of multiple business lines.
Implemented
consulting
i.e. consulting firm that also has discretion over some assets.
consulting
i.e. consulting firm that also has discretion over some assets.
Proprietary/
non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products
non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products