MULTI-MANAGEMENT INVESTING

LETTING YOU FOCUS ON YOUR CORE MISSION - WHILE WE FOCUS ON OURS

We have been servicing institutional investors for over 40 years and manage over $69.8 billion in assets*.

LEVERAGING OUR HERITAGE IN CONSULTING, RESEARCH AND IMPLEMENTATION IS A KEY BENEFIT FOR YOU:

• We customize the asset allocation decision and take into account your obligations
• We only consider and hire unaffiliated, specialist service providers.
• We assume fiduciary responsibility for our decisions.
• We generate cost effective solutions.
• We provide real-time monitoring, management and execution. 

WE OFFER FIDUCIARY MANAGEMENT SOLUTIONS FOR:

• Defined benefit plans
• Defined contribution plans
• Endowment and foundations
• Healthcare organizations
• Not-for-profit organizations

* global assets as of December 31, 2012