OCIO (bundled)
OCIO (unbundled)
Seg account and funds
Implementation solutions
Daily investment oversight
Relationship level reporting
Cost efficient
Efficient implementation
Open artichecture manager selection
Delegated oversight
Asset allocation modelling & total portfolio risk management
Unrestricted and enhanced support
Multi-manager solutions with embedded manager research selection
Market insights & reporting
Family meetings
Family education
N/A
Relationship dependent
Relationship dependent
N/A
Relationship dependent
Relationship dependent
Relationship dependent
Relationship dependent
What's included
Embedded within your solution
OCIO (bundled)
OCIO (unbundled)
Seg account and funds
Implementation solutions