Provider Profiles
Strategic Investment Group® (“Strategic”)
| Portfolio Construction |
| Strategic’s portfolio construction methodology is informed by 36 years of exclusively delivering customized OCIO solutions to a select group of institutional clients. Through a collaborative dialogue, Strategic develops risk-efficient portfolios to deliver the optimal structure with the greatest likelihood of meeting each client’s needs, which include aligning their portfolio with their mission and values. Strategic was founded on the merits of an open architecture platform built on careful identification of skilled investment managers. Strategic aims to construct portfolios by avoiding concentrated exposures to any one individual risk factor, while striving to deliver long-term consistent alpha. |
| Profile | |
| Business model§ | OCIO only |
| Year entered into OCIO business | 1987 |
| No. of relationship managers/salespeople | 9 |
| No. of OCIO portfolio managers | 10 |
| OCIO % of total firm revenue | 100% |
| No. of clients, full discretion | 34 |
| Full Discretionary Assets | |
| Total full discretionary OCIO assets | $27.4b |
| Discretionary Assets by Fund Type | |
| Defined benefit | $11.4b |
| 401(k), 403(b) or other defined contribution plan | $0mm |
| Endowments or foundation | $9.7b |
| Health care pools (board designated, funded depreciation) | $2.3b |
| Other | $4.1b |
| §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. |