Provider Profiles
Morgan Stanley
| Profile | |
| Business Model§ | OCIO + other |
| Year Entered Into OCIO Business | 1992 |
| No. of Relationship Managers/Salespeople | 6 |
| No. of OCIO Portfolio Managers | 36 |
| OCIO % of Total Firm Revenue | 0% |
| No. of Clients, Full Discretion | 553 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $65.6b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $18.2b |
| 401(k), 403(b), Other DC | $1.4b |
| Endowments/Foundation | $14.4b |
| Healthcare Pools (Board designated, funded depreciation) | $917mm |
| Other | $30.7b |
| 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. Other: OCIO Platform is something other than the 4 types listed above. |