Looking for companies who provide outsourced CIO functions as well as investment management consulting services to non-profit organizations… Who else is out there besides Camdbridge Associates and Wilshire Consulting? Mainly looking for the big players… Thanks in advance
Russell Investment Group?
Towers Watson Mercer
From Pensions & Investments - ranked by assets under advisment Assets under advisement Rank Name WW AUA WW inst’l AUA U.S. tax-exempt inst’l AUA AUM 1 Mercer Investment Consulting $3,700,000 $3,700,000 $1,000,000 2 Watson Wyatt Investment Consulting $2,000,000 $2,000,000 $600,000 3 Cambridge Associates LLC $1,505,000 $1,436,000 $647,298 4 Callan Associates Inc. $1,006,170 $1,006,170 $1,004,936 $1,222 5 Ennis Knupp + Associates $970,000 $970,000 $970,000 6 Hewitt Associates LLC $950,000 $950,000 $151,000 7 Russell Investments $788,670 $787,420 $452,000 $151,800 8 Pension Consulting Alliance Inc. $780,000 $780,000 $780,000 9 Strategic Investment Solutions $703,965 $703,965 $703,965 10 R.V. Kuhns & Associates Inc. $639,099 $639,099 $639,099 11 Wilshire Associates Inc. $525,000 $525,000 $525,000 12 API Asset Performance Inc. $350,000 13 Brockhouse & Cooper Inc. $312,562 $13,000 $400 14 NEPC LLC $302,339 $276,339 $274,284 15 Rogerscasey $265,000 $265,000 $234,700 $1,500 16 Meketa Investment Group Inc. $250,199 $250,199 $250,199 $1,921 17 Rocaton Investment Advisors LLC $230,000 $230,000 $150,000 18 Evaluation Associates LLC $194,000 $184,000 $182,000 19 Aon Investment Consulting $156,004 $156,004 $22,715 20 Summit Strategies Group $130,000 $130,000 $130,000 21 Independent Fiduciary Services Inc. $128,192 $128,192 $128,192 22 Marco Consulting Group $110,940 $110,940 $110,574 23 Morgan Stanley Smith Barney Institutional Consulting $101,558 $101,558 $101,558 $4,782 24 Jeffrey Slocum & Associates Inc. $70,000 $70,000 $70,000 25 Segal Advisors Inc. $65,185 $65,185 $65,185
Been on the look out for a list like this for a while now. Thanks As of?
Here are a few names of some smaller players that have AUA ranging from $10b - $65b. Fund Evaluation Group Hammond Associates Heartland & Co. Investment Performance Services Pension Consulting Alliance Wurts & Associates Yanni Partners
Hewitt bought Ennis Knupp and Aon bought Hewitt
Has anyone made a move from doing manager due diligence from at an insurance company to an institutional consulting firm?
bumping this… anyone know much about working at these places? what is it like? exit ops?
(1) Boring and (2) relationship management/client services at an asset management firm