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


AUGUST 10, 2019

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


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


AUGUST 8, 2019

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


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


JULY 31, 2019

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


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

Blog post


JULY 31, 2019

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


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

Blog post


New apartment building

JULY 30, 2019

Real assets, real opportunity


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

Blog post


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


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


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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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