Areas of Expertise
- Enterprise risk management
- Asset allocation
- Employee education
Our team of over 300 professionals is experienced in enterprise risk management, advisory, asset allocation, investments, actuarial, employee education, and technology.
Our focus? Creating customized retirement, healthcare and nonprofit solutions.
We strive to adapt those solutions to an ever-evolving, global institutional marketplace. And we've been doing it a long time -- we're one of the first and largest global providers of outsourced investment management services, with more than 475 clients in 13 countries.
Watch: Institutional Team Overview
Recent Articles from The Institutional Group
Could leverage benefit your investment portfolio? Understanding the risks and key considerations
Is LDI dead? It may be different in today’s market, but may still an important part of your pension strategy
The value of plan termination Key considerations for evaluating plan termination
What do football and investment benchmarking have in common? Too-frequent comparisons can cause harmful, knee-jerk reactions
Top 10 Criteria for Evaluating OCIO Providers What's missing from your OCIO checklist? Don't skip these in your next review
Evaluation Tools and Best Practices for a Smooth Asset Management Review Resources and tips on ways to simplify an often cumbersome process
SEI Survey Research: Tracking the Search Consultant Trend Consultants continue to play a major role in due diligence processes
Managing Liquidity During COVID-19 and Why the Ability to Make Quick Changes Counts How one university leveraged its nimble investment process to pivot during the pandemic
Next-generation OCIO: Newcomers Have Some Catching Up to Do An OCIO should deliver what you expect, and more
Defined Benefit Plan Q&A A look at 2020: Did your hedge serve you well? Our outlook on interest rates and what that could mean for your pension strategy.