investment consulting services

Charting your course.

Strategic guidance grounded in decades of practical experience and class-leading technology.

Introduction

Leading an investment program is a significant responsibility. Your choices can be the defining factor in your success, or failure. Yet, even with the plethora of information at our fingertips, it can be challenging to chart the optimal course. We can help.

Who we support

Specialized investment consulting solutions across four core segments:

Three person icon

Defined benefit plans

Supporting DB plan sponsors and their pension plans—tackling funding and volatility issues, pension risk transfer strategies, and so much more.

Three people icon standing in circles with one in front

Defined contribution plans

Helping DC plan sponsors fulfill their fiduciary responsibilities, employing best practice in plan design, investments and implementation.

Heart in hand icon

Non-profit organizations

Helping non-profits achieve their mission with strategic investment advice, governance, implementation and administration support.

Hands surrounding person icon

Healthcare systems

Helping address the unique challenges faced by hospitals and healthcare systems—managing long-term and operating pools; retirement savings plans; foundation and insurance assets.

Case studies

Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.

$1.03 T

Assets under advice1

1969

First consulting
partnership

18 YRS

Average
relationship

15K+

Investment
products

87 YRS

In business

Unless otherwise noted, business data above is as of 12/31/2023.

1 As of 6/30/2022.

Our consulting approach

Helping you maximize the potential within your investment program.

A part of
your team

Wherever you are on your investment journey, we’re here to support you—working with you to help you achieve your goals, a part of your team. That’s why we dedicate the time to truly understand you, your challenges and your beliefs, to ensure our recommendations are ideally aligned to your needs.

In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.

Highly-experienced specialists

As a consultant, we advise on more than $1 trillion in assets around the world. This ensures we have the depth of specialist expertise to enhance your investment program with seasoned professionals that can hit the ground running.

Our investment professionals bring an average of 18 years industry experience.

Beyond the
theory

Alongside our consulting practice we manage more than $275 billion in assets. This direct experience ensures our recommendations are grounded in a solid understanding of the practical application—a challenge for organizations constrained to an advisory only practice.

Our global investment platform is substantial, managing more than $275 billion on behalf of investors all around the world.

Providing strategic guidance across:

Federal or municipal building icon

Governance
approach

Pointer icon

Asset/Liability
management

Screen with performance arrows and alert warning

Investment
policy

Leaf within light icon

Responsible
investing

Hand and buttons icon

Asset
allocation

Bar chart icon with performance line above

Performance
analysis

Tools in toolbox icon

DC plan
design

Binoculars icon with an eye on the left lens and globe on the right lens

Manager
research

Three lightning bolts icon

Risk
analysis

Square to rhombus icon

Portfolio
construction

Latest articles

Hear from our experts on the latest insights and research.

 

Next steps

If this sounds like you, we'd love to talk.

Rachel Carroll 

Please reach out to me directly through this form.

Rachel Carroll, CFA

Managing Director,
Consulting


* Asterisks indicate required fields.

Your information is never shared with third parties.
View our Privacy Policy.