- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
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