Our story

Learn all about who we are, where we began, and how our investment approach puts the world's leading investment managers to work for you.

Who we are Our investment approach

We serve financial advisors

Introducing RISERI, an advisor-centric experience providing premium investment and business solutions.

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We serve institutional investors

Discover investment possibilities that support your long-term goals and open up a world of potential.

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Recent insights

Hear from our experts on the issues our clients care about

MARKETS

AUGUST 10, 2019

The China-U.S. trade war escalates. Could a recession follow?

PAUL EITELMAN

In the latest video update:

  • Markets rocked as trade war between U.S. and China intensifies
  • Outlook dims for manufacturing sector amid trade battle
  • Critical watch points for markets in the weeks ahead

Blog post

ADVISORS

AUGUST 8, 2019

Enhanced Portfolio Implementation, Part 1: How EPI separates implementation from insight

PETE GUNNING

In Part 1, Global Chief Investment Officer Pete Gunning discusses the evolution of Enhanced Portfolio Implementation (EPI), and the vital role it plays in helping investors.

Blog post

INVESTING

JULY 31, 2019

July rate cut: Muted inflation allows Fed to provide some insurance. Markets wanted more.

PAUL EITELMAN

The Fed lowered its benchmark interest rate for the first time in over a decade yesterday, but stocks still moved lower. Why?

Blog post

INVESTING

JULY 31, 2019

Harmonizing DB and DC: Part one – It begins with governance

HOLLY VERDEYEN, KEVIN TURNER

We believe a consistent approach to the governance of an organization's DB and DC plans is crucial. Here's why.

Blog post

ADVISORS

New apartment building

JULY 30, 2019

Real assets, real opportunity

OLIVER FIELD

Under today’s current market conditions, real assets may provide an opportunity for portfolio diversification and growth.

Blog post

VISION

2019 Global Market Outlook – Q3 update
China syndrome

China stimulus, global central bank easing and a U.S.-China trade-war ceasefire could set the scene for a rebound in the global economy later in the year. However, the inversion of the U.S. yield curve and the downtrend in business confidence indicators keep us cautious at mid-year.

View our latest forecast

We are a premier investment solutions partner, dedicated to improving people's financial security.

Our people

We are passionate about exceeding client expectations.

 

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Our clients

We proudly serve some of the world's most iconic investors.

 


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Awards

We are proud to have won many of the investment industry's most prestigious awards.

 

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Insights

We provide up-to-date insights from our experts' views on global markets and investment trends.

 

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Diversity

We are proud to support equality and diversity in the workplace.

 


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Corporate responsibility

We embody a strong commitment to exceptional standards of corporate responsibility.

 

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