Provider Profiles
MarketDesk
| Profile | |
| Business Model§ | OCIO only |
| Year Entered Into OCIO Business | 2019 |
| No. of Relationship Managers/Salespeople | 2 |
| No. of OCIO Portfolio Managers | 2 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 102* |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $21b* |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | |
| Healthcare Pools (Board designated, funded depreciation) | |
| Other |
| Portfolio Construction |
| MarketDesk investment approach is centered around evidence-based investing. Instead of basing decisions on near-term trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and tactical idea generation. This quantitative overlay rewards facts, not opinions. |
| *MarketDesk does not report on their OCIO business separately.
§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. |