Provider Profiles
LCG Associates, Inc.
| Profile | |
| Business Model/Type§ | Implemented consulting |
| Year Entered Into OCIO Business | 2012 |
| No. of Relationship Managers/Salespeople | 13 |
| No. of OCIO Portfolio Managers | 13 |
| OCIO % of Total Firm Revenue | Not available |
| No. of Clients, Full Discretion | 8 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $951MM* |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $443MM* |
| Health Care | |
| Other | $508MM* |
| Portfolio Construction |
LCG works with each client to understand its unique needs and customizes its portfolio’s asset allocation. Before LCG can enhance a client portfolio, an examination of the existing portfolio is conducted. This process starts with a review of all current and relevant policies as well as guidelines associated with the portfolio. From there, LCG collaborates with the client to evaluate asset mixes and develops an optimal investment structure. Upon the client’s approval of the optimal investment structure and investment policy statement, LCG implements as well as monitors and rebalances the portfolio. LCG believes each client organization is unique and should have an investment program specific to them. |
*Assets are the most recent market value available between 12/31/19 and 9/30/20.
| § | 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. |