We begin providing institutional investors manager selection and performance measurement services.
We have been helping clients with manager selection decisions longer than most other OCIO providers and have established a track record to prove it.
We’re among the first to deliver this cost-effective, disciplined investment approach, which enables greater diversification of asset classes, securities, managers and risk exposures.
We quickly saw the drawbacks with the consulting model. By taking on professional manager selection and monitoring responsibility, we delivered a more timely, cost effective, disciplined approach. We could offer access to top investment expertise and improved risk management.
We introduce one of the industry’s first fully integrated fiduciary management solutions, enabling our clients to make and implement more timely portfolio decisions.
By taking investment discretion, our professionals can make and implement portfolio decisions on a more timely basis. Often the committee process doesn’t allow decisions to be made in time to embrace market opportunities or avoid negative impacts when timely changes are called for.
We pioneer the integration of organizational finances with investment strategy, and develop a modeler to demonstrate the real-time impact of strategies on key financial metrics.
We worked with the PBGC to build a tool to help corporations pre-experience the impact of pension investment decisions on expense, contributions and overall finances. We then expanded that modeling capability for all our institutional clients.
Our dynamic asset allocation strategies seek to capture market opportunities using the latest research and risk management tools.
Our investment and capital markets experts leverage the latest research and risk measurement tools seeking to capture opportunities over the short- and medium-term.
Our flexible, custom approach gives institutional investors more choices in investment implementation, manager sourcing and discretion.
Because of our infrastructure, we offer you choices in developing your investment strategy. Every portfolio deserves special attention, that’s why we offer flexibility at various levels.