2022 Outsourced-Chief Investment Officer Survey

Provider Profiles


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Meketa Investment Group

Profile
Business Model§ Implemented consulting
Year Entered Into OCIO Business2006
No. of Relationship Managers/SalespeopleNot provided
No. of OCIO Portfolio ManagersNot provided
OCIO % of Total Firm Revenue30%
No. of Clients, Full Discretion62
Full Discretionary Assets
Total Full Discretionary OCIO Assets$24.4b
Discretionary Assets by Fund Type
Defined Benefit$16.4b
401(k), 403(b), Other DC$5b
Endowments/Foundation$1.6b
Healthcare Pools (Board designated, funded depreciation)$400mm
Other$1b
Portfolio Construction
Meketa’s Fiduciary Management (OCIO) Investment Committee is responsible for all investment decisions on behalf of OCIO clients. Each individual client team is then responsible for the implementation of these decisions, as well as monitoring the client account on a daily basis to ensure that it expresses the desired investment views within the stated guidelines. Each of our OCIO client portfolios is fully customized and is invested across a wide range of underlying vehicles (as opposed to a single “fund”). Utilizing a central decision-making authority ensures that the same investment views are expressed consistently across all clients and fairly within the confines of each unique set of client guidelines.
§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.