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

INVESTING

AUGUST 20, 2019

Hybrid QDIA: A natural evolution of default investing

HOLLY VERDEYEN

One size doesn't fit all when it comes to retirement. So why should QDIA selection be any different?

Blog post

MARKETS

AUGUST 16, 2019

Skewed to the downside: How the trade war is shaping global market risk

PAUL EITELMAN

In the latest video update:

  • In the trade and tariff arena, sometimes kicking the can down the road is a good thing.
  • Major moves in global bond markets, with German bond yields reaching new record lows.
  • Economic data from the eurozone— “a little bit of a double whammy”

Blog post

ADVISORS

AUGUST 15, 2019

P is for planning. See why it's so valuable to investors.

LAURA HUTCHISON

This is the fourth in a series of posts focusing on the formula of advisor value. Here we discuss planning costs and ancillary services. Make sure your clients consider what those professional hours are worth.

Blog post

INVESTING

New apartment building

AUGUST 15, 2019

How low can you go: Monetary policy constraints and options for the next recession

PAUL EITELMAN

With interest rates at historically low levels, central bankers may turn to an array of unconventional monetary policy tools to combat the next recession.

Blog post

ADVISORS

AUGUST 14, 2019

Enhanced Portfolio Implementation, Part 2: How EPI separates implementation from insight

PETE GUNNING

In Part 2, Global Chief Investment Officer Pete Gunning drills further into the details behind our overlays, and the value we see in harnessing investment insights from our managers.

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.

 

Learn about our beliefs

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