Consulting and Investment Advice

Proven expertise on your side of the table

Our long-term relationships with institutional consulting clients create a true sense of working with one another to help achieve successful outcomes. Our consulting teams are personally involved with each client and become an extension of your investment experts.

Tailored fit for you

We apply our experience, scale and breadth of global capital markets insights and manager research to help ensure a tailored fit for your unique circumstances.

We can help with:

  • Governance
  • Investment objectives
  • Strategic asset allocation
  • Risk Management
  • Research and information on markets and managers
  • Portfolio structure
  • After-tax investment
  • Efficient implementation of investment strategy
  • Liability-driven investing
  • Alternatives advice
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