- 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 — 401(k), 403(b), Other DC
Provider | 401(k), 403(b), Other DC |
Aetos Alternatives Management, LP | |
Agility | $0 |
Alan Biller and Associates | $20mm |
Angeles Investment Advisors, LLC | $109mm |
Aon | $39.4b |
Asset Strategy Consultants | $1.3b |
Bank of America Private Bank * | |
Bespoke Strategies (Lowe, Brockenbrough & Co.) | |
BlackRock, Inc. | $0 |
BNY Mellon | $24mm |
Callan LLC | $26.3b |
Cambridge Associates | |
Canterbury Consulting, Inc | $0 |
Commonfund | $0 |
DiMeo Schneider & Associates, L.L.C. | $2.7b |
Disciplina Group | |
Discretionary Management Services, LLC | $0 |
FEG Investment Advisors * | $2mm* |
Goldman Sachs | $7.5b |
Hall Capital Partners* | |
Hirtle, Callaghan & Co | $100mm |
J.P. Morgan Asset & Wealth Management | |
LCG Associates, Inc. | |
Mangham Associates | $0 |
Marquette Associates | $0.3mm |
Meketa Investment Group | $3.8b |
Mercer | $81.6b |
Morgan Stanley * | $510mm* |
Multilateral Endowment Management Company | |
Northern Trust Asset Management | $6.2b |
Partners Capital Investment Group, LLP | $0 |
PFM Asset Management | $4.4b |
PNC Institutional Asset Management | $1.5b |
Prime Buchholz LLC | |
River and Mercantile Group Plc | $489mm |
Russell Investments | $18.5b |
SECOR Asset Management | |
Segal Marco Advisors | $305mm |
SEI Investments | $7.5b |
Silvercrest Asset Management Group | |
Spider Management Company, LLC * | |
State Street Global Advisors | |
Strategic Investment Group | $0 |
TIFF Investment Management | $0 |
Vanguard | |
Verger Capital Management | |
Verus Advisory, Inc. | $251mm |
Wespath Institutional Investments | |
Willis Towers Watson * | $18.3b* |
Wilshire Associates Incorporated | $2.4b |
^ 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