2017 Outsourced-Chief Investment Officer Buyer’s Guide

Buyer's Guide


Meketa Investment Group





Business Model/TypeImplemented consulting












i.e. consulting firm that also has discretion over some assets.












Year entered into OCIO business 2006
Number of relationship managers/sales people 0
Number of portfolio managers 0
OCIO percentage of total firm revenue 28%
AUM full discretion $3B
Number of full discretionary clients 23
















Discretionary assets by fund type








Defined Benefit $2.3B
401(k), 403(b), other DC $562M
Endowments/Foundations $196M
Health Care Pools* $0
Other $27M
*Board designated, funded depreciation.





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