Provider Profiles
Global Strategic Investment Solutions
| Profile | |
| Business Model/Type§ | OCIO only |
| Year Entered Into OCIO Business | 2015 |
| No. of Relationship Managers/Salespeople | 3 |
| No. of OCIO Portfolio Managers | 3 |
| OCIO % of Total Firm Revenue | 100% |
| No. of Clients, Full Discretion | 64 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $710MM |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $4MM |
| 401(k), 403(b), Other DC | $3MM |
| Endowments/Foundation | $151MM |
| Health Care | |
| Other | $552MM |
| Portfolio Construction |
GSIS is an independent and objective OCIO to endowments, foundations, and high net worth families. They utilize a structured decision-making framework that enhances their client’s long-term, risk-adjusted returns. GSIS employs a comprehensive dynamic allocation process based on Valuation (Absolute and Relative), Sentiment, Macro, and Technical factors in a proprietary set of analytical tools to determine the timing and magnitude of the shifts across regions and risk premia. Each client allocation is customized. Public market allocations are structured primarily with low-cost and high liquidity ETFs. In private alternatives, they allocate to semi-liquid structures to build immediate exposures to diversified private equity, credit, and real assets. |
| § | 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. |