Building Blocks and Costs of an Internal Investment Office

Managing an investment office for institutional investors can be a complex and costly endeavor. The attached article by Strategic Investment Group — Building Blocks and Costs of an Internal Investment Office — delves into the core functions and costs associated with operating an investment office for multi-asset class portfolios of varying sizes. Drawing on publicly available information, decades of industry experience, and market intelligence, the article examines what it takes to manage portfolios with $500 million, $2 billion, and $10 billion in assets.

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