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
Asset Allocation That Supports Your University’s Financial Goals Our 5-step enterprise risk management (ERM) approach can help you implement goals-focused asset allocation
Coming Recession? 5 Qs to Ask Your OCIO. Hint: Can they withstand a market downturn? How your OCIO reacts to market volatility makes all the difference
Video Q&A: The OCIO Search & Hiring Process How two higher education institutions moved from traditional consulting to OCIO
Q&A: An Inside Look at an OCIO Search Process from the Investment Committee Chair's Perspective A committee's decision process to begin an OCIO search
Survey Results: Institutional Investors Sustainable Investing 2018 A look at current trends among institutional investors and their use of sustainable investing.
OCIO Model Gains Popularity with Institutional Investors The benefits of an established OCIO program, from a leading OCIO provider
Next-generation OCIO: Newcomers Have Some Catching Up to Do An OCIO should deliver what you expect, and more
Dedicated Help for OCIO Search Consultants Tools and resources for evaluating investment outsourcing providers
Poll: Multiemployer Pension Plans From funded status to regulatory challenges, learn what's on the mind of your peers
The OCIO Behind Your Investments Get to know who we work with and how we help them succeed