Provider Profiles
Fiducient Advisors
| Profile | |
| Business Model§ | Implemented consulting |
| Year Entered Into OCIO Business | 2005 |
| No. of Relationship Managers/Salespeople | 3 |
| No. of OCIO Portfolio Managers | 2 |
| OCIO % of Total Firm Revenue | 23% |
| No. of Clients, Full Discretion | 185 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $16.8b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $2b |
| 401(k), 403(b), Other DC | $9.1b |
| Endowments/Foundation | $4.5b |
| Healthcare Pools (Board designated, funded depreciation) | $0mm |
| Other | $1.2b |
| Portfolio Construction |
| All client portfolios are unique. We do not use a "one size fits all" approach to portfolio construction. Using our proprietary Frontier Engineer® asset allocation methodology, we build custom solutions for each client based on a thorough understanding of each client's unique investment objectives, risk budget and liquidity constraints. Once the overall investment allocation strategy is developed, we engage our experienced investment research team to identify our highest conviction managers for each mandate. Frontier Engineer® methodology simulates thousands of probable outcomes for each asset class, factoring in the dynamic relationships among return, volatility and correlations. |
| §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. |