Provider Profiles
Prime Buchholz
| Profile | |
| Business Model§ | OCIO only |
| Year Entered Into OCIO Business | 2011 |
| No. of Relationship Managers/Salespeople | 3 |
| No. of OCIO Portfolio Managers | 23 |
| OCIO % of Total Firm Revenue | 8% |
| No. of Clients, Full Discretion | 19 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $3.1b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $3b |
| Healthcare Pools (Board designated, funded depreciation) | $82mm |
| Other | $27mm |
| Portfolio Construction |
| Prime Buchholz's chief investment officers strive to understand the financial picture, enterprise/specific risks, objectives, and liquidity needs of the client before developing a customized and diverse portfolio across all asset classes. They employ a fully open architecture with no proprietary products or asset sleeves. |
| §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. |