Buyer's Guide
Strategic Investment Group
Business Model/TypeOCIO only
Open-architecture (no proprietary products used); Investment outsourcing is only business line.
| Year entered into OCIO business | 1987 |
| Number of relationship managers/sales people | 10 |
| Number of portfolio managers | 45 |
| OCIO percentage of total firm revenue | 100% |
| AUM full discretion | $24B |
| Number of full discretionary clients | 26 |
| Minimum OCIO mandate | $100M |
Number of Full Discretionary Clients by Region
| United States | 25 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 1 |