Comprehensive Solutions

As an outsourced Chief Investment Office (OCIO), we seek to be our clients’ comprehensive investment office, either as a stand-alone unit, or as an extension of in-house staff.

Strategic provides a full range of services

  • Investment policy design and asset allocation
  • Comprehensive discretionary active asset management
  • Tactical asset allocation
  • Asset class structuring
  • Direct trading
  • Manager sourcing, due diligence, selection, contract negotiation and execution, monitoring and transition
  • Comprehensive risk management and risk-budgeting
  • Liquidity management
  • Selection and oversight of hedge fund, private equity, and real estate strategies
  • Sophisticated implementation strategies such as portable alpha
  • Coordination with third party providers (e.g., custodian, auditor, actuary)
  • Education for boards, investment committee members, staff, and donors
  • Dedicated relationship management and comprehensive reporting
  • Full middle- and back-office support, including support for audit and tax

Strategic mobilizes sophisticated tools to add value

We are continually refining our analytical tools designed to identify potential sources of value added and budget risk.  Our proprietary tools include our Global Portfolio Analyzer, Global Equity Analyzer, LDI analytics, Hedge Fund Factor Risk Model, and Fixed Income Factor Model.  We bring skill and experience to evaluating alternatives and high alpha-potential strategies, having invested in those areas since 1987.  We can act on innovative investment ideas by using the most appropriate vehicle for the size of the allocation and strategy, benefiting all clients, regardless of size.