Provider Profiles
Spruceview Capital Partners
| Profile | |
| Business Model§ | OCIO + other |
| Year Entered Into OCIO Business | 2014 |
| No. of Relationship Managers/Salespeople | 4 |
| No. of OCIO Portfolio Managers | 5 |
| OCIO % of Total Firm Revenue | 44% |
| No. of Clients, Full Discretion | 2 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $2b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $168mm |
| 401(k), 403(b), Other DC | $0mm |
| Endowments/Foundation | $0mm |
| Healthcare Pools (Board designated, funded depreciation) | $0mm |
| Other | $1.8b |
| Portfolio Construction |
| To create differentiated and bespoke investment portfolios for clients, we conduct various asset allocation studies during the early stages of the relationship and draw upon the following: •Seasoned Expertise-Our investment team includes portfolio managers with skill identifying differentiated managers and building diversified portfolios •Proven Manager Selection Capabilities-Our due diligence process, across asset classes and strategies, is distinguished by the high-quality compilation of qualitative and quantitative factors which are woven together to form a holistic manager evaluation and selection process. •Risk Management-Multi-faceted along the continuum of asset allocation, portfolio construction, manager selection, and monitoring. |
| §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. |