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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


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JULY 9, 2019

C is for cost: What is the cost and value of basic investment management from advisors?


This is the third in a series of posts focusing on the formula of advisor value. Here we discuss the cost of basic investment-only management—which is not only worthwhile, but necessary. Yet it should also be a warning sign if your value proposition is based solely on your investment management prowess.

Blog post


JULY 2, 2019

Mid-year 2019 fixed income survey: Who'll act first – the Fed or markets?


Our latest survey of global fixed income investment firms reveals conflicting viewpoints between interest-rate managers and credit managers on growth expectations and risk assets.

Blog post


JUNE 29, 2019

U.S. consumer confidence falls. Are trade tensions to blame?


    • PMI surveys point to continued weakening in manufacturing sector
    • What’s behind the decline in U.S. consumer confidence levels?
    • Potential outcomes of the Trump-Xi meeting

Blog post


JUNE 26, 2019

2019 Global Market Outlook – Q3 update: China syndrome


An escalation in trade-war tensions between China and the U.S. has sparked a slowdown in global growth and a yield-curve inversion. Could global central bank easing and China stimulus turn the tide?

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JUNE 24, 2019

Evaluating managed account performance: Understanding the differences


We believe an outcome-oriented framework is critical to thoroughly evaluating QDIA solutions.


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.

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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