Provider Profiles
Global Strategic Investment Solutions
| Profile | |
| Business Model§ | 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 | 93 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $1.1b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $219mm |
| Healthcare Pools (Board designated, funded depreciation) | |
| Other | $862mm |
| Portfolio Construction |
| GSIS is an independent OCIO to non-profits, family offices and high net worth families. They employ 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. Portfolio constraints and method of execution are driven by each client fact pattern.
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 building immediate exposure to private equity, credit, and real assets at better net performance driven by lower fees |
| §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. |