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miami-university-oxford-meeting-minutes-2024-12-12_8f2.pdf

Ongoing OCIO Engagement with Strategic Investment Group

Miami University-OxfordSTRATEGIC INVESTMENT GROUPDecember 12, 2024

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TerraCycle logo
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WithersRavenel logo
Derivita logo
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Description

Miami University continues its ongoing engagement with Strategic Investment Group as its outsourced chief investment officer, under a discretionary investment management agreement initially executed May 16, 2018. SIG manages allocation and oversight of the university’s non-endowment and endowment portfolios.

Contract Details

Vendor

STRATEGIC INVESTMENT GROUP

Agency

Miami University-Oxford, OH

Contract Type

FINANCIAL_SERVICES

Document Date

December 12, 2024

Contract Term

May 16, 2018 and as may be amended

Renewal Info

Contract may be amended; OCIO continues to provide services per current agreement. Annual reviews and possible amendments as needed.

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