2022 Outsourced-Chief Investment Officer Survey

Provider Profiles


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Hirtle, Callaghan & Co.

Profile
Business Model§ OCIO only
Year Entered Into OCIO Business1988
No. of Relationship Managers/SalespeopleNot provided
No. of OCIO Portfolio ManagersNot provided
OCIO % of Total Firm Revenue100%
No. of Clients, Full Discretion213
Full Discretionary Assets
Total Full Discretionary OCIO Assets$19.6b
Discretionary Assets by Fund Type
Defined Benefit$300mm
401(k), 403(b), Other DC$300mm
Endowments/Foundation$10.6b
Healthcare Pools (Board designated, funded depreciation)$800mm
Other$7.6b
Portfolio Construction
Not provided
§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.