- Introduction & Methodology
- Survey
- Buyer's Guide
- Defined Benefit
- 401(k), 403(b), Other DC
- Endowments/Foundations
- Health Care
- Other
Past Surveys
Buyer's Guide
Number of OCIO Portfolio Managers
Provider | Number of OCIO Portfolio Managers |
Aetos Alternatives Management, LP | 18 |
Agility | 5 |
Alan Biller and Associates | 2 |
Angeles Investment Advisors, LLC | 3 |
Aon | 7 |
Asset Strategy Consultants | 2 |
Bank of America Private Bank * | 28* |
Bespoke Strategies (Lowe, Brockenbrough & Co.) | 3 |
BlackRock, Inc. | |
BNY Mellon | 9 |
Callan LLC | 20 |
Cambridge Associates | 104 |
Canterbury Consulting, Inc | 4 |
Commonfund | 34 |
DiMeo Schneider & Associates, L.L.C. | 4 |
Disciplina Group | 4 |
Discretionary Management Services, LLC | 3 |
FEG Investment Advisors * | 8* |
Goldman Sachs ** | 454** |
Hall Capital Partners* | 20* |
Hirtle, Callaghan & Co | 28 |
J.P. Morgan Asset & Wealth Management | 65 |
LCG Associates, Inc. | 10 |
Mangham Associates | 6 |
Marquette Associates | |
Meketa Investment Group | |
Mercer | 98 |
Morgan Stanley * | 20* |
Multilateral Endowment Management Company | 1 |
Northern Trust Asset Management | 56 |
Partners Capital Investment Group, LLP | 42 |
PFM Asset Management | 9 |
PNC Institutional Asset Management | 97 |
Prime Buchholz LLC | 12 |
River and Mercantile Group Plc | 17 |
Russell Investments | 79 |
SECOR Asset Management | 12 |
Segal Marco Advisors | 4 |
SEI Investments | 21 |
Silvercrest Asset Management Group | 4 |
Spider Management Company, LLC * | |
State Street Global Advisors | 63 |
Strategic Investment Group | 41 |
TIFF Investment Management | 18 |
Vanguard | 44 |
Verger Capital Management | 4 |
Verus Advisory, Inc. | 3 |
Wespath Institutional Investments | 15 |
Willis Towers Watson * | 21* |
Wilshire Associates Incorporated |
* Submitted 9/30/19 data
** Personnel number includes all relationship managers, salespeople and portfolio managers.
** Personnel number includes all relationship managers, salespeople and portfolio managers.