SCS Capital Management LLC

SCS Capital Management LLC is an investment management firm based out of Boston, Massachusetts. The company was established in 2002 and has grown from its inception to now operate with 66 employees of which 27 are investment professionals. SCS Capital Management conducts its research internally, focusing on a client focused investment approach. The company focuses on creating investment products and services that factor in “how much risk a client is willing to take and understanding the returns that can be best achieved given that risk profile.” The company focuses on a top down and bottom up investment approach, focusing on a highly analytical process that seeks to “understand the sources of returns, expected performance in different scenarios, exposures and risk factors at the portfolio, asset class, strategy and manager level.” SCS Capital Management invests almost exclusively in the finance sector, although the firm also invests in the materials and real estate sectors to a lesser degree. The company holds its allocations for 9 quarters on average and holds its top 10 allocations for 8.1 quarters on average. In the most recent quarter, SCS Capital Management had a turnover rate of approximately 41.2%. The company’s top holdings include iShares Russell 3000 Index Fund, iShares Core Total US Bond Market ETF, iShares MSCI EAFE Index Fund, Vanguard FTSE Developed Markets ETF, and iShares S&P 100 Index Fund, in order of decreasing allocation. SCS Capital Management manages over $16.1 billion in total assets under management spread across 232 accounts, all of which are discretionary accounts except for 68 which makes up $2.8 billion of its managed assets. Both of the firm’s total number of accounts and total managed assets have been increasing in recent years with its total managed assets growing significantly from $5.7 billion back in 2010 to approaching three times that amount today.