Strategic Investment Group has released its report Building Blocks and Costs of an Internal Investment Office.
Building Blocks and Costs of an Internal Investment Office examines three illustrative cases that analyze the active management of multi-asset class portfolios with varying asset sizes. The cases explore portfolios with $500 million, $2 billion, and $10 billion in assets, focusing on recurrent costs while excluding direct and opportunity costs related to setting up an investment office. Strategic’s analysis draws upon publicly available information, more than 36 years of experience, and market intel
