Matt Underwood, CFA®, CAIA®, Director of Research & Portfolio Management, Global Strategic NextGen OCIO joined Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s specialized approach to asset allocation, risk management, and alternative investing.
Strategic NextGen OCIO is a boutique RIA exclusively focused on investment management services for institutions (including pensions, endowments, family offices and ultra high net worth investors). Rather than take a jack-of-all-trades approach, the team at NextGen OCIO aims to add the most value through its strategic asset allocations, which include both public and private market exposure. Taking a long-term investment perspective, the firm’s research team anchors its decisions around factors like valuations, technicals, sentiment and the macro environment.
Strategic NextGen OCIO is ranked #25 on this year’s Top 100 ETF Power Users List with over $1.4B in ETF assets across 73 ETFs, 10 issuers and 19 sectors (as of 12/31/22). View More
The 2023 RIA Channel Top 100 RIA ETF Power Users Ranking showcases wealth management firms based on their aggregate total firm ETF assets.
RIA Database identified and ranked RIA wealth management firms using the most exchange traded funds (ETFs). Wealth managers were defined by the following characteristics: 1) total assets were primarily managed for high net worth and non-high net worth individual clients; 2) each firm provides comprehensive wealth management services; 3) firms may be a family office or may provide family office services; and/or 4) firms may provide financial planning services. Broker/dealers were excluded. Firms must be domiciled in the United States and registered with the SEC as a registered investment adviser (RIA). Wealth managers were then ranked based on ETF usage as reported to the SEC per their 13F quarterly Edgar filings as of December 31, 2022. Total ETF assets were aggregated by RIA Database (RIADatabase.com). Assets under management are as reported to the SEC as of December 31, 2022.
RIA Database® is the leading provider of advisor data, profiles and prospecting software for the financial services industry. They manage current and historical profiles on over one million advisors across all channels: the RIA Channel, broker/dealers, family offices, foundations, institutional investors and banks. They are producers of the Forbes Top RIA list for over ten years and provide surveys and rankings for several industry publications as well.
RIA Channel® provides investment webcasts, research, podcasts and videos from thought leaders, portfolio managers and financial advisors. We offer complimentary continuing education content daily.
To view the full Top 100 ETF Power Users List, head here.