Provider Profiles
Agility
| Portfolio Construction |
| Agility builds custom portfolios, tailored specifically to clients’ long-term objectives. In contrast to the “one-size-fits-all” approach used by some peers, Agility’s methodology is client-centric and allows them to manage portfolios that strive to meet the unique risk tolerances, spending requirements, and expected returns of each institution. Agility also can customize portfolios to meet clients’ mission-related objectives. As of 12/31/23, approximately 48% of Agility's client assets had implemented partial or total mission-aligned investing mandates - whether ESG, impact, divestment, or a combination thereof. Agility believes its industry relationships enable it to source investments that may be unavailable to competitors. |
| Profile | |
| Business model§ | OCIO only |
| Year entered into OCIO business | 2007 |
| No. of relationship managers/salespeople | 6 |
| No. of OCIO portfolio managers | 5 |
| OCIO % of total firm revenue | 100% |
| No. of clients, full discretion | 42 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $15b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $263mm |
| 401(k), 403(b) or other defined contribution plan | $0mm |
| Endowments or foundation | $13.4b |
| Health care pools (board designated, funded depreciation) | $818mm |
| Other | $465mm |
| §OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. OCIO + other: An open-architecture or manager-of-manager investment outsourcing platform as one of multiple business lines. Implemented consulting: A 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: An OCIO platform is something other than the types listed above. |