2020 Outsourced-Chief Investment Officer Survey

Survey


Respondent Profile


Respondent Organization Type

Outsourcing Situation: All Respondents


Average Size of Investment Staff by Organization Type

Average Size of Investment Staff by Organization Type


Respondent Regions Represented

Respondent Regions Represented


Size of Investment Staff by Region

Size of Investment Staff by Region


Respondents by Total Investable Portfolio Size

Respondents by Total Investable Portfolio Size


Size of Investment Staff by Investable Portfolio Size

Size of Investment Staff by Investable Portfolio Size

Outsourcing Arrangements


Respondent Outsourcing Situation

Respondent Outsourcing Situation


Percentage That Outsource or Plan To by Organization Type

Percentage That Outsource or Plan To by Organization Type


Percentage That Outsource or Plan To by Region

Percentage That Outsource or Plan To by Region


Percentage that Outsource/Plan To by Investable Portfolio Size

Percentage that Outsource/Plan To by Investable Portfolio Size


Types of Outsourcing Arrangements Used/Planned

Types of Outsourcing Arrangements Used/Planned


How Much of the Portfolio Is Outsourced

How Much of the Portfolio Is Outsourced

Reasons for Outsourcings


Reasons for Outsourcing and Their Importance

Reasons for Outsourcing and Their Importance


Outsourcing Goals

Outsourcing Goals

Fee Structures


Outsourcing Fee Structure

Outsourcing Fee Structure

Non-Outsourcers


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

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:

Reasons for Not Considering an Outsourcing Arrangement and Their Importance: