Provider Profiles
Verger Capital Management
| Profile | |
| Business Model/Type§ | OCIO only |
| Year Entered Into OCIO Business | 2014 |
| No. of Relationship Managers/Salespeople | 4 |
| No. of OCIO Portfolio Managers | 5 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 8 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $1.9B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $1.9B |
| Health Care | |
| Other |
| Portfolio Construction |
Founded out of the Wake Forest University Office of Investments, supporting institutions with a higher purpose is in Verger's DNA. Their expertise in non-profit investing drives their approach. Verger strives to build sophisticated antifragile, all-weather portfolios designed to deliver strong, risk-adjusted returns with consistent and reliable distributions in all market environments. Their flexible investment structure offers clients day-one participation in a seasoned, diversified portfolio, including strategic alternative investments, paired with custom accounts that can be designed to meet their specific needs and objectives. The Verger team is comprised of experienced professionals dedicated to serving the non-profit community. |
| § | 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. |