- Introduction & Methodology
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- 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 — Defined Benefit
| Provider | Defined Benefit |
| Aetos Alternatives Management, LP | $867mm |
| Agility | $71mm |
| Alan Biller and Associates | $43.5b |
| Angeles Investment Advisors, LLC | $1.2b |
| Aon | $89.8b |
| Asset Strategy Consultants | |
| Bank of America Private Bank * | $10.2b* |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | |
| BlackRock, Inc. | $98.7b |
| BNY Mellon | $7.3b |
| Callan LLC | $461mm |
| Cambridge Associates | $16.2b |
| Canterbury Consulting, Inc | $0 |
| Commonfund | $0 |
| DiMeo Schneider & Associates, L.L.C. | $500mm |
| Disciplina Group | $200mm |
| Discretionary Management Services, LLC | $45mm |
| FEG Investment Advisors * | $334mm* |
| Goldman Sachs | $68.4b |
| Hall Capital Partners* | |
| Hirtle, Callaghan & Co | $1.4b |
| J.P. Morgan Asset & Wealth Management | $22b |
| LCG Associates, Inc. | |
| Mangham Associates | $0 |
| Marquette Associates | $6.3b |
| Meketa Investment Group | $11.3b |
| Mercer | $161.7b |
| Morgan Stanley * | $17.7b* |
| Multilateral Endowment Management Company | |
| Northern Trust Asset Management | $38.1b |
| Partners Capital Investment Group, LLP | $1.2b |
| PFM Asset Management | 3.2b |
| PNC Institutional Asset Management | $6.7b |
| Prime Buchholz LLC | |
| River and Mercantile Group Plc | $16.2b |
| Russell Investments | $93.7b |
| SECOR Asset Management | $207mm |
| Segal Marco Advisors | $10.9b |
| SEI Investments | $52.8b |
| Silvercrest Asset Management Group | $32mm |
| Spider Management Company, LLC * | |
| State Street Global Advisors | $71.7b |
| Strategic Investment Group | $18.9b |
| TIFF Investment Management | $0 |
| Vanguard | $13.2b |
| Verger Capital Management | |
| Verus Advisory, Inc. | $993mm |
| Wespath Institutional Investments | |
| Willis Towers Watson * | $65.8b* |
| Wilshire Associates Incorporated | $5.2b |
^ 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.
* Submitted 9/30/19 data
select and replace investment managers without prior client approval.
* Submitted 9/30/19 data