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2021 Outsourced-Chief Investment Officer Survey

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Providers By Clients/Assets


Discretionary Assets by Fund Type — Defined Benefit

Provider Defined Benefit
Aetos Alternatives Management, LP $922mm
Agility $80mm
Alan Biller and Associates $56b
Angeles Investments LLC $1.4b
Aon $94.3b
Artemis Wealth Advisors, LLC
Bank of America Private Bank $10b
BlackRock $123.3b
BNY Mellon $7.5b
Cambridge Associates $13.2b
Canterbury Consulting
Commonfund
Disciplina Group $12mm
Discretionary Management Services, LLC $1.1b
FEG Investment Advisors $332mm
Fidelity Institutional Asset Management, LLC $8.6b
Global Strategic Investment Solutions $4mm
Goldman Sachs $88.1b
Hall Capital Partners LLC (“HCP”)
Hirtle, Callaghan & Co. $1.1b
J.P. Morgan Asset & Wealth Management $23.3b
LCG Associates, Inc.
Marquette Associates $8.6b
Meketa Investment Group $13.3b
Mercer $175.7b
Mill Creek Capital Advisors, LLC $1b
Morgan Stanley & Co. LLC $21.6b*
NEPC, LLC^ $16.8b
Northern Trust Corporation $43.8b
Partners Capital Investment Group, LLP
PFM $4.1b
PNC Institutional Asset Management $4.1b
Prime Buchholz LLC
River and Mercantile $19.4b
Russell Investments $91.4b
SECOR Asset Management $950mm
Segal Marco Advisors $9.3b
SEI Investments $54.9b
Spider Management Company
Spruceview Capital Partners $193mm
State Street Global Advisors $103.2b
Strategic Investment Group§ $16.7b
TIFF
Vanguard Institutional Advisory Services $15.2b
Verger Capital Management
Wespath
Willis Towers Watson* $68.5b
Wilshire $5.3b
^ Data as of 12/31/2020.
§ Data was submitted after initial publication. 
* Submitted 9/30/20 data.
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