2023 Outsourced Chief Investment Officer Survey

Provider Profiles


Segal Marco Advisors

Profile
Business Model§ Proprietary/non-proprietary
Year Entered Into OCIO Business2005
No. of Relationship Managers/SalespeopleNot Reported
No. of OCIO Portfolio ManagersNot Reported
OCIO % of Total Firm Revenue10%
No. of Clients, Full Discretion75
Full Discretionary Assets
Total Full Discretionary OCIO Assets$8.5b
Discretionary Assets by Fund Type
Defined Benefit$7.1b
401(k), 403(b), Other DC$61mm
Endowments/Foundation$87mm
Healthcare Pools (Board designated, funded depreciation)$159mm
Other$1.1b
Portfolio Construction
Segal Marco Advisors establish views on prevailing market themes and opportunities and select high conviction ideas across asset classes to build portfolios suitable for client needs and investment guidelines. Leveraging our robust proprietary research platform and investment operations team we provide clients with 360-degree service that fits not only their investment circumstances but their plan governance needs as well.
§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.

Other: OCIO Platform is something other than the 4 types listed above.