Provider Profiles
Global Strategic NextGen OCIO
| Profile | |
| Business Model§ | OCIO only |
| Year Entered Into OCIO Business | 2018 |
| No. of Relationship Managers/Salespeople | 3 |
| No. of OCIO Portfolio Managers | 2 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 43 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $1.4b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $0mm |
| 401(k), 403(b), Other DC | $0mm |
| Endowments/Foundation | $364mm |
| Healthcare Pools (Board designated, funded depreciation) | $0mm |
| Other | $1.1b |
| Portfolio Construction |
| Global Strategic NextGen OCIO executes a comprehensive portfolio framework driven by an innovative private markets program structure alongside a dynamic, low-cost public allocation in a proprietary set of regime-dependent analytical tools to determine the timing and magnitude of the shifts across regions and risk premia. Portfolio constraints and method of execution are fully customized to each client's unique fact pattern. In private alternatives, they allocate to semi-liquid structures building immediate exposure to private equity, credit, and real assets at better net performance driven by lower fees and additional liquidity management while building long-term higher-return-generating allocations. |
| §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. |