Provider Profiles
Agility
| Profile | |
| Business Model/Type§ | OCIO only |
| Year Entered Into OCIO Business | 2007 |
| No. of Relationship Managers/Salespeople | 6 |
| No. of OCIO Portfolio Managers | 5 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 40 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $11.9B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $80MM |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $11.1B |
| Health Care | |
| Other | $740MM |
| Portfolio Construction |
Agility builds custom portfolios, tailored specifically to their clients’ long-term objectives. In contrast to the “one-size-fits-all” approach used by some of their peers, Agility's methodology is client-centric and allows them to manage portfolios that strive to meet the unique risk tolerances, spending requirements, and expected returns of each institution. Agility's portfolios can be further customized based on ESG and mission-related investment objectives. Their senior investment professionals have significant experience creating customized portfolios to meet clients’ screening, divestment, sustainability, impact, and mission-related objectives. Agility believes their industry relationships enable them to source investments that may be unavailable to their competitors. |
| § | OCIO only: Open-architecture (no proprietary products used): Investment outsourcing is only business line. |
| OCIO + other: An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines. | |
| Implemented consulting: i.e. consulting firm that also has discretion over assigned assets. | |
| Proprietary/non-proprietary: An investment outsourcing platform that offers proprietary products alongside non-proprietary products. |