Provider Profiles
Goldman Sachs Asset Management, L.P.
| Profile | |
| Business Model§ | Proprietary/non-proprietary |
| Year Entered Into OCIO Business | 1995 |
| No. of Relationship Managers/Salespeople | 438 |
| No. of OCIO Portfolio Managers | 69 |
| OCIO % of Total Firm Revenue | Not Reported |
| No. of Clients, Full Discretion | 649 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $196b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $116.3b |
| 401(k), 403(b), Other DC | $10.1b |
| Endowments/Foundation | $15.1b |
| Healthcare Pools (Board designated, funded depreciation) | $7.6b |
| Other | $46.9b |
| Portfolio Construction |
| Efficient allocation of risk is important for the successful realization of investment objectives. As a global asset manager with real-time data and proximity to markets, we dynamically monitor portfolios to take advantage of potential short-term dislocations and reduce risk. The core tenets of our investment philosophy are below: 1. Knowing our clients & their goals, time horizons and risk tolerance 2. Constructing portfolios by allocating to risk factors 3. Taking advantage of opportunities by actively monitoring risks 4. Emphasizing diversification and innovation 5. Integration of non-financial factors into our analysis of securities & investment managers |
| §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. |