We provide wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions — driven by manager research and intellectual capital.
What We Do
We provide wealth management firms and other intermediaries with professional advisory services, analytical technology, and implemented solutions — all driven by institutional-caliber manager research and intellectual capital. Clients receive market-ready investment ideas that enable them to understand the importance of aligning wealth with values and intentions.
We bring you the intellectual capital gained from 40 years of experience and the perspective of more than 1,200 investment professionals worldwide. Our 90-plus specialist manager researchers significantly deepen our resources. These benefits free you to spend less time on research by equipping you with tools and expert knowledge to build better products and more productive relationships. We can also help you create model portfolios, structure multi-manager funds, or access niche alternative asset classes.
How We Make a Difference
Our capabilities streamline the development of bespoke solutions, from remote delivery of research through hands-on delegated decision-making. This doesn’t just help you differentiate your services — it does so without jeopardizing profitable growth, especially with resources stretched by rising service expectations, stiffening competition, and growing regulatory demands.
Every relationship centers on evolving discussions of your business needs and setting governance, fiduciary responsibility, and investment control. We tailor our offerings to focus on your particular goals, step up to your challenges, and unlock your business advantage.
Our search for managers with the best past performance is only a first step. We are committed to understanding and identifying managers that have the sustainable advantage to generate outperformance in the future. The rigor we apply maximizes consistency, clarity, and confidence in outcomes.
A high level qualitative review of a fund, based on a manager’s response to a questionnaire.