Provider Profiles
Canterbury Consulting
| Profile | |
| Business Model§ | Implemented consulting |
| Year Entered Into OCIO Business | 2012 |
| No. of Relationship Managers/Salespeople | 12 |
| No. of OCIO Portfolio Managers | 4 |
| OCIO % of Total Firm Revenue | 10% |
| No. of Clients, Full Discretion | 31 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $2.1b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | |
| 401(k), 403(b), Other DC | |
| Endowments/Foundation | $779mm |
| Healthcare Pools (Board designated, funded depreciation) | $435mm |
| Other | $902mm |
| Portfolio Construction |
| Canterbury Consulting develops custom separate accounts with asset allocation and manager selection that is tailored to the client's objective and liquidity needs. They are able to incorporate Social guidelines as well as unique client designated assets in the portfolio construction process. Their robust reporting provides transparency on financial, social as well as other client designated metrics. |
| §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. |