Proud to be globally recognised for our achievements in the asset management industry.

1 The CIO Industry Innovation Awards have various categories; recipients may differ each year and not be repeated. Previous award wins: FX (2011); Tactical Risk Management (2012); Investment Outsourcing (2013); Transition Management (2014).

2 CIO Magazine. (2017, February). “Outsourced Chief Investment Officer Survey”. 40-51.

3 Cost performance vs. estimate was rated on a scale from 1 (always missed) to 5 (always beat), with a “3” meaning “usually matched.” Therefore, average scores closest to 3.00 are ideal. The 2017 results were based on responses from 274 global asset owners’ ratings, on the portfolio transitions they mandated and the managers they used in the previous 12-months.

4 TCA analytics at Elkins/McSherry, a State Street company, conducted the survey. Transaction costs benchmarked against full-day volume-weighted average price, for the 12-months ended June 30, 2016. The 2017 survey has not been published.

Any past performance is not necessarily a guide to future performance.

Site preferences

Cookie Policy

This site uses cookies to offer you a better browsing experience. By using our website, you agree to our use of cookies. More information about the types of cookies we use are disclosed in our Privacy Policy. Privacy Policy