Provider Profiles
Meketa Investment Group
| Profile | |
| Business Model/Type§ | Implemented consulting |
| Year Entered Into OCIO Business | 2006 |
| No. of Relationship Managers/Salespeople | |
| No. of OCIO Portfolio Managers | |
| OCIO % of Total Firm Revenue | 30% |
| No. of Clients, Full Discretion | 61 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $19.8B |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $13.3B |
| 401(k), 403(b), Other DC | $4.3B |
| Endowments/Foundation | $1.5B |
| Health Care | $400MM |
| Other | $300MM |
| Portfolio Construction |
Meketa combines the breadth of resources of a global consulting firm with the direct asset management expertise that is critical to long-term success in the discretionary investment space. Meketa does not believe in the “one size fits all” approach. Each client situation is unique, with its own challenges and considerations. As such, they provide each client with a fully customized approach. Furthermore, each portfolio is specifically tailored to the individual needs and goals of that particular client. Their approach allows clients to benefit from economies of scale without sacrificing customization. Additionally, they seek to build cost effective portfolios. Their fee structure is transparent; there are no hidden costs or fees whatsoever. |
| § | 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. |