- Introduction & Methodology
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- Buyer's Guide
- Defined Benefit
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- Endowments/Foundations
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Past Surveys
Buyer's Guide
OCIO Assets, Full Discretion
| Provider | OCIO Assets, Full Discretion |
| Aetos Alternatives Management, LP | $2.2b |
| Agility | $10b |
| Alan Biller and Associates | $45.5b |
| Angeles Investment Advisors, LLC | $4.4b |
| Aon | $132b |
| Asset Strategy Consultants | $1.5b |
| Bank of America Private Bank * | $25.3b* |
| Bespoke Strategies (Lowe, Brockenbrough & Co.) | $1.4b |
| BlackRock, Inc. | $118.5b |
| BNY Mellon | $22.1b |
| Callan LLC | $27.3b |
| Cambridge Associates | $36.7b |
| Canterbury Consulting, Inc | $995mm |
| Commonfund | $12.1b |
| DiMeo Schneider & Associates, L.L.C. | $6b |
| Disciplina Group | $340mm |
| Discretionary Management Services, LLC | $336mm |
| FEG Investment Advisors * | $5.1b* |
| Goldman Sachs | $113.4b |
| Hall Capital Partners* | $10.5b* |
| Hirtle, Callaghan & Co | $20.3b |
| J.P. Morgan Asset & Wealth Management | $75.5b |
| LCG Associates, Inc. | $582mm |
| Mangham Associates | $645mm |
| Marquette Associates | $8.5b |
| Meketa Investment Group | $17b |
| Mercer | $291.3b |
| Morgan Stanley * | $31.8b* |
| Multilateral Endowment Management Company | $1b |
| Northern Trust Asset Management | $81.3b |
| Partners Capital Investment Group, LLP | $12.1b |
| PFM Asset Management | $13.7b |
| PNC Institutional Asset Management | $28.3b |
| Prime Buchholz LLC | $1.3b |
| River and Mercantile Group Plc | $17.2b |
| Russell Investments | $250.2b |
| SECOR Asset Management | $207mm |
| Segal Marco Advisors | $11.5b |
| SEI Investments | $90.1b |
| Silvercrest Asset Management Group | $147mm |
| Spider Management Company, LLC * | $4.6b* |
| State Street Global Advisors | $75.3b |
| Strategic Investment Group | $26.6b |
| TIFF Investment Management | $7b |
| Vanguard | $44.7b |
| Verger Capital Management | $1.7b |
| Verus Advisory, Inc. | $3.6b |
| Wespath Institutional Investments | $3.9b |
| Willis Towers Watson * | $89.1b* |
| Wilshire Associates Incorporated | $9.7b |
* Submitted 9/30/19 data