 
 
 
 
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