An Investment Process that has Delivered—with Integrity

Our process works: Strategic’s disciplined, robust, and repeatable investment process has helped our clients to fulfill their purpose for 31 years.

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This graph does not represent actual investments or trading activity of Strategic. It is designed to illustrate the approximate return in dollars of a 1% incremental improvement in annual performance from 8% annualized to 9% annualized. There is no guarantee that Strategic will outperform its benchmark or peers.

Strategic is GIPS® (Global Investment Performance Standards) compliant. This designation is the gold standard of performance measurement principles, recognized around the world for lending credibility, integrity and uniformity to performance reporting by enabling direct comparability of a firm’s track record. Thus our results—unlike those of many of our competitors—are independently verified by a third party.

Our 43 investment professionals, led by a seasoned and stable leadership team with an average of 19 years with the firm, create superior, customized portfolios for our clients. With 27 discretionary OCIO relationships representing approximately $24.9 billion in assets under management, we offer our clients deep resources and considerable purchasing power.

We believe that identifying superior active investment managers is the most important of the few tools available to add value to institutional portfolios. Yet the academic literature is unequivocal: institutions tend to chase returns, impairing portfolio performance with ill-timed manager transitions. This phenomenon was documented in a 2008 study in the Journal of Finance by Amit Goyal and Sunil Wahal, who found that three years after a manager change, the average institution has destroyed 1.4% of value. Our clients can count on Strategic to avoid this return-chasing behavior.

We know that markets are complex bundles of inter-related risks and opportunities, and have built proprietary risk systems that analyze the holdings of each client—not one model portfolio. Our risk management team monitors every client portfolio daily to ensure that they are optimally allocated. This allows us to minimize surprises and navigate through stormy seas.

A Disciplined, Robust, and Repeatable Investment Process

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Strategic Investment Group® (“Strategic”) claims compliance with the Global Investment Performance Standards ("GIPS®"). Strategic, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional investors. Our proprietary process combines active portfolio management, rigorous risk management, and open-architecture manager selection. To receive a compliant presentation and/or the firm’s list of composite descriptions, please contact Nikki Kraus at nkraus@strategicgroup.com.

GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.