Provider Profiles
Aon
| Profile | |
| Business Model/Type§ | OCIO + other |
| Year Entered Into OCIO Business | 2010 |
| No. of Relationship Managers/Salespeople | 8 |
| No. of OCIO Portfolio Managers | 7 |
| OCIO % of Total Firm Revenue | Does not disclose |
| No. of Clients, Full Discretion | 182 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $136.4B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $94.3B |
| 401(k), 403(b), Other DC | $38.9B |
| Endowments/Foundation | $1B |
| Health Care | $633MM |
| Other | $1.6B |
| Portfolio Construction |
Aon's scale, expertise in return-generation, and ability to manage risks are competitive differentiators. In addition, they have dedicated specialty teams for investor types such as corporate defined benefit, defined contribution, public funds, and non-profits. They are able to provide clients with top tier managers with well-negotiated fees in both active and passive mandates. They also have specialized expertise in alternative investments including real assets, private equity, and diversifying assets. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |