Provider Profiles
Arthur J. Gallagher & Co./Gallagher Fiduciary Advisors, LLC
| Profile | |
| Business Model§ | Implemented consulting |
| Year Entered Into OCIO Business | 1987 |
| No. of Relationship Managers/Salespeople | Not Reported |
| No. of OCIO Portfolio Managers | Not Reported |
| OCIO % of Total Firm Revenue | 0% |
| No. of Clients, Full Discretion | 119 |
| Full Discretionary Assets | |
| Total Full Discretionary OCIO Assets | $6.6b |
| Discretionary Assets by Fund Type | |
| Defined Benefit | $2.3b |
| 401(k), 403(b), Other DC | $3.8b |
| Endowments/Foundation | $0mm |
| Healthcare Pools (Board designated, funded depreciation) | $226mm |
| Other | $219mm |
| Portfolio Construction |
| Portfolio structure decisions are based on key factors: specific asset classes selected, allocation mix, & ability to generate “alpha” through active management.
Factors evaluated include active/passive, capitalization & style allocation, manager diversification, fixed income duration exposure, use of non-traditional fixed income, liquidity of fund structures, use of alternative investments & more. We provide education on investment strategies & approaches & perform rigorous due diligence to identify highly qualified managers to implement various components of portfolios. We remain abreast of changes in clients’ investment objectives given changes in the capital markets & structure & nature of their plan liabilities & adjust appropriately. |
| §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. |