Quick Facts

About Strategic

  • Founded November 1, 1987
  • Singularly focused on providing Outsourced Chief Investment Officer (OCIO) solutions
  • Conflict-free business model
  • Privately owned, with broad and meaningful staff participation
  • Seasoned team of 42 investment professionals
  • SEC-registered investment adviser
  • 28 discretionary OCIO relationships
  • $28.3 billion in discretionary assets as of September 30, 2018
  • Client mix of pensions, nonprofits (endowments, foundations, and healthcare systems), sovereign wealth funds, and family assets

Professional Services

  • Discretionary OCIO assignments
  • Open architecture, complemented with direct trading of passive securities
    Customized solutions include:
    • Total portfolio management / multi-asset classes
    • Single asset class
    • Focused strategies (e.g., portable alpha, quality, expert tilts)
    • LDI, with dynamic policies and glide paths
    • SRI/ESG across traditional and alternative asset classes
  • Sophisticated risk management analytics and risk budgeting framework
  • Comprehensive front-to-back office solutions