2020 Outsourced-Chief Investment Officer Survey

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.
1 5 6 7 8 9 15