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
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
Is LDI Dead? It may be different in today’s market, but based on your goals, still an important part of your pension strategy
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.
Video Q&A: The OCIO Search & Hiring Process How two higher education institutions moved from traditional consulting to OCIO
Survey Results: Institutional Investors Sustainable Investing 2018 A look at current trends among institutional investors and their use of sustainable investing.
ERM for Healthcare: 5 Questions to Ask at Your Next Board Meeting The answers may help frame your approach to investment management