2020 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Year Entered Into OCIO Business

Provider Year Entered Into OCIO Business
Aetos Alternatives Management, LP 2003
Agility 2007
Alan Biller and Associates 2006
Angeles Investment Advisors, LLC 2003
Aon 2010
Asset Strategy Consultants 2018
Bank of America Private Bank * 1853
Bespoke Strategies (Lowe, Brockenbrough & Co.) 2011
BlackRock, Inc. 2005
BNY Mellon 1975
Callan LLC 1996
Cambridge Associates 2001
Canterbury Consulting, Inc 2012
Commonfund 1971
DiMeo Schneider & Associates, L.L.C. 2005
Disciplina Group 2014
Discretionary Management Services, LLC 2003
FEG Investment Advisors * 2003
Goldman Sachs 1995
Hall Capital Partners* 1994
Hirtle, Callaghan & Co 1988
J.P. Morgan Asset & Wealth Management 1988
LCG Associates, Inc. 2012
Mangham Associates 1991
Marquette Associates 2012
Meketa Investment Group 2006
Mercer 1995
Morgan Stanley * 1992
Multilateral Endowment Management Company 2019
Northern Trust Asset Management 1979
Partners Capital Investment Group, LLP 2001
PFM Asset Management 2001
PNC Institutional Asset Management 1965
Prime Buchholz LLC 2011
River and Mercantile Group Plc 2001
Russell Investments 1980
SECOR Asset Management 2010
Segal Marco Advisors 2005
SEI Investments 1983
Silvercrest Asset Management Group 2014
Spider Management Company, LLC * 2006
State Street Global Advisors 1994
Strategic Investment Group 1987
TIFF Investment Management 1991
Vanguard 1997
Verger Capital Management 2014
Verus Advisory, Inc. 2011
Wespath Institutional Investments 2019
Willis Towers Watson * 1998
Wilshire Associates Incorporated 2001
* Submitted 9/30/19 data
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