Meketa Investment Group is one of the largest independent investment consulting firms in the United States, advising on approximately $1.8 trillion in assets. Founded in 1978 and headquartered in Boston, Meketa provides investment advisory and fiduciary management services to institutional investors including public pension funds, corporate pension plans, endowments, foundations, and other nonprofit organizations.
Investment Strategy
Meketa provides comprehensive investment consulting services spanning strategic asset allocation, manager research and selection, performance measurement, risk management, and investment policy development. The firm’s advisory practice covers all major asset classes including public equities, fixed income, private equity, real estate, infrastructure, private credit, and hedge funds.
The firm’s manager research platform evaluates investment strategies across public and private markets. Meketa’s research team assesses manager track records, investment processes, organizational stability, and risk management frameworks. The firm maintains a proprietary research database and rating system that informs client portfolio decisions.
Meketa also operates an outsourced CIO (OCIO) business, providing discretionary portfolio management for clients who delegate investment implementation authority. The firm’s fiduciary management services have grown as more institutional investors seek professional management of their full investment programs.
Private Markets Approach
Meketa’s private markets advisory capabilities cover private equity, real estate, infrastructure, private credit, and hedge fund strategies. The firm’s dedicated alternatives research team evaluates fund managers and develops allocation recommendations based on each client’s portfolio objectives, risk tolerance, and governance structure.
In private equity, Meketa advises on buyout, growth equity, venture capital, secondary, and co-investment strategies. The real estate and infrastructure advisory covers core through opportunistic strategies globally. Meketa’s private credit research spans direct lending, mezzanine, distressed, and structured credit.
Meketa’s independence is a defining characteristic. The firm is employee-owned and does not manage proprietary investment products, receive placement agent fees, or accept revenue from investment managers. This structure is designed to ensure that the firm’s advice is free from conflicts of interest. Meketa operates from offices in Boston, Miami, Chicago, San Diego, Portland, and other U.S. locations, serving a predominantly public sector institutional client base.
Frequently Asked Questions
How much does Meketa Investment Group advise on?
Meketa Investment Group advises on approximately $1.8 trillion in assets for institutional clients including public and private pension funds, endowments, foundations, and other nonprofit organizations.
Is Meketa Investment Group independent?
Yes, Meketa is an independent, employee-owned investment consulting firm. The firm does not manage proprietary funds or receive revenue from investment managers, which it views as critical to maintaining objectivity in its advisory services.
What services does Meketa provide?
Meketa provides investment consulting, discretionary portfolio management (OCIO), asset allocation, manager research and selection, performance measurement, and risk management services across all asset classes including alternatives.