Buyer's Guide
Strategic Investment Group
Business Model/TypeOther
We are an open architecture/manager of manager investment outsourcing platform WITHOUT other business lines.
| Year entered into OCIO business | 1987 |
| Number of relationship managers/sales people | 8 |
| Number of portfolio managers | 43 |
| OCIO percentage of total firm revenue | 100% |
| AUM full discretion | $25.251B |
| Number of full discretionary clients | 29 |
Discretionary assets by fund type
| Defined Benefit | $11.336B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $4.415B |
| Health Care Pools* | $1.58B |
| Other | $7.921B |
| *Board designated, funded depreciation. | |