Provider Profiles
Segal Marco Advisors
| Profile | |
| Business Model/Type§ | Implemented consulting |
| Year Entered Into OCIO Business | 2005 |
| No. of Relationship Managers/Salespeople | 0 |
| No. of OCIO Portfolio Managers | 3 |
| OCIO % of Total Firm Revenue | 10% |
| No. of Clients, Full Discretion | 62 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $11.1B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $9.3B |
| 401(k), 403(b), Other DC | $328MM |
| Endowments/Foundation | $72MM |
| Health Care | $187MM |
| Other | $1.2B |
| Portfolio Construction |
Segal Marco Advisors have a centralized governance structure comprised of a number of committees that contribute to their investment process. Their Investment Committee sets the macro view for the organization and informs portfolio positioning. Their Discretionary Management Committee is responsible for dynamic asset allocation, portfolio management, and implementing the IC's views through manager selection. Portfolios are managed and monitored by their Portfolio Management Team. |
| § | 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. |