Provider Profiles
Meketa Investment Group
| Profile | |
| Business Model§ | Implemented consulting |
| Year Entered Into OCIO Business | 2006 |
| No. of Relationship Managers/Salespeople | Not provided |
| No. of OCIO Portfolio Managers | Not provided |
| OCIO % of Total Firm Revenue | 30% |
| No. of Clients, Full Discretion | 62 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $24.4b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $16.4b |
| 401(k), 403(b), Other DC | $5b |
| Endowments/Foundation | $1.6b |
| Healthcare Pools (Board designated, funded depreciation) | $400mm |
| Other | $1b |
| Portfolio Construction |
| Meketa’s Fiduciary Management (OCIO) Investment Committee is responsible for all investment decisions on behalf of OCIO clients. Each individual client team is then responsible for the implementation of these decisions, as well as monitoring the client account on a daily basis to ensure that it expresses the desired investment views within the stated guidelines. Each of our OCIO client portfolios is fully customized and is invested across a wide range of underlying vehicles (as opposed to a single “fund”). Utilizing a central decision-making authority ensures that the same investment views are expressed consistently across all clients and fairly within the confines of each unique set of client guidelines. |
| §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. |