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2021 Outsourced-Chief Investment Officer Survey

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Providers By Clients/Assets


Discretionary Assets by Fund Type — DC Endowments/Foundation

Provider DC Endowments/Foundation
Aetos Alternatives Management, LP $1b
Agility $11.1b
Alan Biller and Associates $19mm
Angeles Investments LLC $1.7b
Aon $1b
Artemis Wealth Advisors, LLC
Bank of America Private Bank $17.7b
BlackRock $7.2b
BNY Mellon $3.5b
Cambridge Associates $15.3b
Canterbury Consulting $651mm
Commonfund $10.4b
Disciplina Group $799mm
Discretionary Management Services, LLC $67mm
FEG Investment Advisors $3.5b
Fidelity Institutional Asset Management, LLC
Global Strategic Investment Solutions $151mm
Goldman Sachs $20.1b
Hall Capital Partners LLC (“HCP”) $4.1b
Hirtle, Callaghan & Co. $7.1b
J.P. Morgan Asset & Wealth Management $18b
LCG Associates, Inc. $443mm†
Marquette Associates $711mm
Meketa Investment Group $1.5b
Mercer $22.7b
Mill Creek Capital Advisors, LLC $1.9b
Morgan Stanley & Co. LLC $10.1b
NEPC, LLC^ $2.8b
Northern Trust Corporation $10.8b
Partners Capital Investment Group, LLP $9.6b
PFM $1.8b
PNC Institutional Asset Management $17.3b
Prime Buchholz LLC $2.8b
River and Mercantile $424mm
Russell Investments $6b
SECOR Asset Management
Segal Marco Advisors $72mm
SEI Investments $13.2b
Spider Management Company $5.1b
Spruceview Capital Partners n/a
State Street Global Advisors $132mm
Strategic Investment Group§ $6.8b
TIFF $7.2b
Vanguard Institutional Advisory Services $29.8b
Verger Capital Management $1.9b
Wespath $4.9b
Willis Towers Watson* $10mm
Wilshire $738mm
† Assets are the most recent market value available between 12/31/19 and 9/30/20.
^ Data as of 12/31/2020.
§ Data was submitted after initial publication. 
* Submitted 9/30/20 data.
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