Provider Profiles
Segal Marco Advisors
| Portfolio Construction |
| Segal Marco Advisors establish views on prevailing market themes and opportunities and select high conviction ideas across asset classes to build portfolios suitable for client needs and investment guidelines. Leveraging our robust proprietary research platform and investment operations team we provide clients with 360-degree service that fits not only their investment circumstances, but their plan governance needs as well. |
| Profile | |
| Business model§ | Proprietary/non-proprietary |
| Year entered into OCIO business | 2005 |
| No. of relationship managers/salespeople | 5 |
| No. of OCIO portfolio managers | 2 |
| OCIO % of total firm revenue | 19% |
| No. of clients, full discretion | 81 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $11.2b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $7.9b |
| 401(k), 403(b) or other defined contribution plan | $980mm |
| Endowments or foundation | $80mm |
| Health care pools (board designated, funded depreciation) | $306mm |
| Other | $1.9b |
| §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. |