Investment Consulting Services

Strategic guidance grounded in decades of practical experience and class-leading technology.

Leading an investment program is a significant responsibility. Your choices can be the defining factor in your success or failure. Yet, even with the plethora of information, it can be challenging to chart the optimal course. We can help.

Who we support

Specialized investment consulting solutions across four core segments:

Defined Benefit Plans

Supporting DB plan sponsors and their pension plans—tackling funding and volatility issues, pension risk transfer strategies, and so much more.

Defined Benefit Plans

Supporting DB plan sponsors and their pension plans—tackling funding and volatility issues, pension risk transfer strategies, and so much more.

Non-profit organizations

Helping non-profits achieve their mission with strategic investment advice, governance, implementation and administration support.

Healthcare systems

Helping address the unique challenges faced by hospitals and healthcare systems—managing long-term and operating pools, retirement savings plans, foundation, and insurance assets.

Case studies

Asset/Liability study

How an ongoing asset/liability study maximized the funded status of a U.S. utility company.

 

Increasing sustainability across the globe

A global consumer goods company incorporates an ESG option into their plan menu.

Better serving the community

Optimizing donor funding, strategically shifting from 300 separate funds to just three investment pools.
 

Health system insurance company

Improved alignment of investment strategy with the insurance market.

Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.

$932B

Assets under advisement

1969

First consulting partnership

18 years

Average relationship

15K+

Investment products

87 years

In business

Source: Russell Investments. As of 6/30/2024.

Our consulting approach

Helping you maximize the potential within your investment program.

A part of your team

Wherever you are on your investment journey, we’re here to support you—working with you to help you achieve your goals, a part of your team. That’s why we dedicate the time to truly understand you, your challenges and your beliefs, to ensure our recommendations are ideally aligned to your needs.

In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.

Highly-experienced specialists

As a consultant, we advise on more than $1 trillion in assets around the world. This ensures we have the depth of specialist expertise to enhance your investment program with seasoned professionals that can hit the ground running.

Our investment professionals bring an average of 18 years industry experience.

Beyond the theory

Alongside our consulting practice we manage more than $275 billion in assets. This direct experience ensures our recommendations are grounded in a solid understanding of the practical application—a challenge for organizations constrained to an advisory only practice.

Our global investment platform is substantial, managing more than $275 billion on behalf of investors all around the world.

Providing strategic guidance across:

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Governance approach

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Asset/liability management

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Investment policy

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Sustainable investing

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Asset allocation

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Performance analysis

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DC plan design

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Manager research

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Risk analysis

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Portfolio construction

Recent Insights
Recent Research

Our experts work hard to solve the complex issues our clients encounter.

Our collection of research shows our dedication to solving complex investment problems.

Insights Research

Private Markets Playbook: Positioning for a New Reality

How to spot opportunities and gain exposure to private investments without taking on too much risk.

Read the article

Eye on private credit

Understanding the basics and beyond

With a robust supply of asset-based investments, the private credit market has grown to over $5T dollars and is anticipated to be worth nearly $8T by 2027, driven by structural shifts in the lending environment.

Start exploring

Outsourced CIO

The Right OCIO Can Cure Insomnia in Restless Markets

Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.

Read the article
Peter Corippo

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Rachel Carroll, CFA
Managing Director,
Consulting

About Rachel

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