Provider Profiles
Meketa Investment Group
| Profile | |
| Business Model§ | Implemented consulting |
| Year Entered Into OCIO Business | 2006 |
| No. of Relationship Managers/Salespeople | 18 |
| No. of OCIO Portfolio Managers | 7 |
| OCIO % of Total Firm Revenue | 25% |
| No. of Clients, Full Discretion | 46 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $16.7b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $10.6b |
| 401(k), 403(b), Other DC | $3.8b |
| Endowments/Foundation | $1.7b |
| Healthcare Pools (Board designated, funded depreciation) | $490mm |
| Other | $0mm |
| Portfolio Construction |
| We combine the breadth of resources of a global consulting firm with the direct asset management expertise that is critical to long term success in the discretionary investment space. Our team’s direct money management experience provides us with unique expertise and market insights that we can leverage for the benefit of our clients. We do not believe in the “one size fits all” approach. Each client situation is unique, with its own challenges and considerations. each portfolio is specifically tailored to the individual needs and goals of that particular client. Our approach allows clients to benefit from economies of scale without sacrificing customization. |
| §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. |