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 | 9 |
| Number of portfolio managers | 47 |
| OCIO percentage of total firm revenue | 99% |
| AUM full discretion | $25.6B |
| Number of full discretionary clients | 28 |
Discretionary assets by fund type
| Defined Benefit | $10.2B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $2.4B |
| Health Care Pools* | $6.5B |
| Other | $6.5B |
| *Board designated, funded depreciation. | |