2022 Outsourced-Chief Investment Officer Survey

Provider Profiles


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Wespath Institutional Investors

Profile
Business Model§ OCIO + other
Year Entered Into OCIO Business2011
No. of Relationship Managers/Salespeople4
No. of OCIO Portfolio Managers2
OCIO % of Total Firm Revenue10%
No. of Clients, Full Discretion143
Full Discretionary Assets
Total Full Discretionary OCIO Assets$5.2b
Discretionary Assets by Fund Type
Defined Benefit
401(k), 403(b), Other DC
Endowments/Foundation$5.2b
Healthcare Pools (Board designated, funded depreciation)
Other
Portfolio Construction
Wespath’s investment philosophy is grounded in a core set of ten Investment Beliefs that reflect our expectations regarding long-term drivers of future economic growth. This philosophy includes: long term perspective, diversification, active and passive management, and sustainability. We seek external managers that demonstrate strong conviction in long-term opportunities with a sustainable lens.

Wespath works closely with investors to provide asset allocations that seek to achieve their organization’s unique investment objectives for each asset pool, including the risk tolerances, liquidity needs, and any other considerations. Our advantages are the long history of sustainable investing and high touch service model.
§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.