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FINANCIAL_SERVICESONGOING

Miami University Board of Trustees Investment Subcommittee Minutes December 2025

Strategic Investment Group Provides OCIO Services for Investments

Miami University-OxfordSTRATEGIC INVESTMENT GROUPDecember 11, 2025

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Description

Miami University continues its contract with Strategic Investment Group to provide outsourced Chief Investment Officer services for both endowment and non-endowment assets, emphasizing fee reductions and collaborative investment oversight. The arrangement includes ongoing fee renegotiation and team-based management.

Contract Details

Vendor

STRATEGIC INVESTMENT GROUP

Agency

Miami University-Oxford, OH

Contract Type

FINANCIAL_SERVICES

Document Date

December 11, 2025

Contract Term

Ongoing as of December 2025

Renewal Info

Ongoing relationship; annual fee review and renegotiation as needed. SIG fees set at 0.80% all-in for FY2025. Noted substantial year-over-year fee renegotiations.

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