Provider Profiles
Aon
| Profile | |
| Business Model§ | OCIO + other |
| Year Entered Into OCIO Business | 2010 |
| No. of Relationship Managers/Salespeople | 4 |
| No. of OCIO Portfolio Managers | 43 |
| OCIO % of Total Firm Revenue | *Not Reported |
| No. of Clients, Full Discretion | 200 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $150.3b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $95.3b |
| 401(k), 403(b), Other DC | $50.1b |
| Endowments/Foundation | $4.9b |
| Healthcare Pools (Board designated, funded depreciation) | $0mm |
| Other | $0mm |
| Portfolio Construction |
| Aon's scale, expertise in return-generation, and ability to manage risks are competitive differentiators. In addition, they have dedicated specialty teams for investor types such as corporate defined benefit, defined contribution, public funds, and non-profits. They are able to provide clients with top tier managers with well-negotiated fees in both active and passive mandates. They also have specialized expertise in alternative investments including real assets, private equity, and diversifying assets. |
| *Aon does not disclose revenue or revenue percentages outside of our investor reports. §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. |