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Buyer's Guide
OCIO Percentage of Total Firm Revenue
| Provider | OCIO Percentage of Total Firm Revenue |
| Aetos Alternatives Management, LP | 44% |
| Angeles Investment Advisors LLC | 49% |
| Aon | |
| BlackRock | |
| BNY Mellon Fiduciary Solutions, a division of BNY Mellon | <1% |
| Callan LLC | 13.5% |
| Cambridge Associates LLC | 14% |
| Canterbury Consulting | 8.6% |
| Commonfund | 40% |
| DeMarche Discretionary Management Services | 15% |
| DiMeo Schneider & Associates, L.L.C. | 10% |
| FEG Investment Advisors | 35% |
| Goldman Sachs | |
| Investment Performance Services, LLC | <1% |
| J.P. Morgan Asset & Wealth Management | not available |
| LCG Associates, Inc. | |
| Mangham Associates | 100% |
| Meketa Investment Group | 30% |
| Mercer Investment Management, Inc. | |
| Morgan Stanley | <1% |
| Northern Trust Asset Management | not available |
| Partners Capital Investment Group | 86% |
| PFM Asset Management LLC | 18% |
| River and Mercantile Solutions | 35% |
| Rocaton Investment Advisors | 15% |
| Russell Investments | 75% |
| SECOR Asset Management | 51% |
| SEI Institutional Group |
21%^
100% of SEI’s Institutional Group revenue is represented by our OCIO business. SEI’s Institutional Group revenue represented 21% of SEI Investment Company’s 2017 total annual revenue.
|
| Spider Management Company | 100% |
| Strategic Investment Group | 100% |
| State Street Global Advisors | 20% |
| TIAA Endowment & Philanthropic Services, LLC | 100% |
| TIFF Investment Management | 100% |
| U.S. Trust |
*
U.S. Trust provides comprehensive wealth management capabilities to a broad base of clients from high-net-worth families to institutional nonprofit organizations. In 2017, U.S. Trust revenue was approximately $3.3 billion. As a publicly-traded company, we do not report out any additional breakdown of this revenue. For detailed financial information regarding Bank of America, please see our Bank of America Corporation Annual Report online at http://investor.bankofamerica.com.
|
| Vanguard | |
| Verger Capital Management | 100% |
| Verus | 5% |
| Wells Fargo |
19%^^
2018 WIM Revenue 19% of total firm revenue. WF does not disclose a further breakdown
|
| Willis Towers Watson |