miami-university-oxford-meeting-minutes-2024-09-17_f54.pdf
Strategic Investment Group Retained as OCIO for Investment Portfolios
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Description
Miami University continues its engagement with Strategic Investment Group as Outsourced CIO for management of non-endowment and pooled endowment investment portfolios. The open-ended contract is subject to regular review, with defined termination notice provisions and scenario planning for transition management.
Contract Details
Vendor
STRATEGIC INVESTMENT GROUP
Agency
Miami University-Oxford, OH
Contract Type
FINANCIAL_SERVICES
Document Date
September 17, 2024
Contract Term
Ongoing; Investment Management Agreement is open-ended, terminable with notice (90 days for Miami, 180 days for SIG)
Renewal Info
The Investment Management Agreement has no fixed end date. Miami may terminate with 90 days' written notice; SIG may terminate with 180 days' written notice. Annual evaluation of service providers is conducted each fiscal year per board calendar.
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