Provider Profiles
Disciplina Group
| Profile | |
| Business Model§ | OCIO only |
| Year Entered Into OCIO Business | 2013 |
| No. of Relationship Managers/Salespeople | 5 |
| No. of OCIO Portfolio Managers | 5 |
| OCIO % of Total Firm Revenue | 99% |
| No. of Clients, Full Discretion | 18 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $2b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $0mm |
| 401(k), 403(b), Other DC | $0mm |
| Endowments/Foundation | $1.5b |
| Healthcare Pools (Board designated, funded depreciation) | $500mm |
| Other | $0mm |
| Portfolio Construction |
| We believe in broad diversification and have formulated our investment philosophy over the past 30 years based upon our prior experience at endowments, foundations and our current firm. This risk-based approach ensures our portfolios are positioned to navigate multiple market environments and enables our team to consistently add value through manager selection. Our approach also avails our clients of tactical opportunities while ensuring aggregate portfolio exposures remain consistent with their investment policy even during tumultuous market environments. Over time, our investment process has protected client capital during periods of market volatility and allowed their portfolios to participate in appreciating markets. |
| §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. Other: OCIO Platform is something other than the 4 types listed above. |