Provider Profiles
| Portfolio Construction |
| Profile | |
| Business model§ | |
| Year entered into OCIO business | |
| No. of relationship managers/salespeople | |
| No. of OCIO portfolio managers | |
| OCIO % of total firm revenue | |
| No. of clients, full discretion |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets |
| Discretionary Assets by Fund Type | |
| Defined benefit | |
| 401(k), 403(b) or other defined contribution plan | |
| Endowments or foundation | |
| Health care pools (board designated, funded depreciation) | |
| Other |