Provider Profiles
Aon
| 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. |
| Profile | |
| Business model§ | OCIO + other |
| Year entered into OCIO business | 2010 |
| No. of relationship managers/salespeople | 4 |
| No. of OCIO portfolio managers | 39 |
| OCIO % of total firm revenue | 0% |
| No. of clients, full discretion | 186 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $155b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $91.1b |
| 401(k), 403(b) or other defined contribution plan | $58.8b |
| Endowments or foundation | $5b |
| Health care pools (board designated, funded depreciation) | $0mm |
| Other | $0mm |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A 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: An OCIO platform is something other than the types listed above. |