2023 Outsourced Chief Investment Officer Survey

Provider Profiles


Morgan Stanley

Profile
Business Model§ OCIO + other
Year Entered Into OCIO Business1992
No. of Relationship Managers/Salespeople6
No. of OCIO Portfolio Managers36
OCIO % of Total Firm Revenue0%
No. of Clients, Full Discretion553
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.