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Strategic Investment Group
Blueprint for the Future— Recapitalization Case Study
January 31, 2013 By Hilda Ochoa-Brillembourg
1001 Nineteenth Street North, 16th Floor, Arlington, Virginia 22209-1722 Telephone: (703) 243-4433 Fax: (703) 243-2266 www.strategicgroup.com
® A registered service mark for Strategic Investment Management, LLC and affiliates. © Copyright 2013 Strategic Investment Management, LLC. No portion of this publication may be reproduced or distributed without prior written permission.
This material is provided for educational purposes only and should not be construed as investment advice or an offer to sell, or the solicitation of offers to buy, any security. Opinions expressed herein are current as of the date appearing in this material and are subject to change at the sole discretion of Strategic. It is not intended as a source of any specific investment recommendation.
Firm Background
Background
Confidential
Fiduciary Investment Management Outsourcing Solutions
Serve as an ERISA Named Fiduciary
Assume fiduciary responsibility for management of client accounts. Aligned fiduciary interest – compensation only from clients; single fee structure preserves objectivity in setting investment posture and decision-making. Founded in 1987 by the former senior team of the World Bank’s investment office. Privately owned; employee ownership broadly distributed. $31.9 in AuM*; 58.6% pension.
Our Mission
To provide superior customized fiduciary investment management outsourcing solutions in an open architecture structure. Seek to deliver sustained value-added. Collaborate with clients on policy setting. Assume comprehensive investment and risk management responsibility. Provide dedicated client service. Perform all back office services and regulatory/financial support.
Vision
Seek comprehensive assignments that require sophisticated solutions using innovation and creativity. Measured business growth...