Has recent disruption—from COVID-19 or new legislation—impacted your view on investment or retirement outsourcing?
Whether you are an employer, institutional investor, nonprofit organization, financial intermediary or family office, we can help you achieve growth in a complex world.
With an ever-evolving market landscape, investors face myriad challenges in reaching their financial goals. We aim to help you develop investment solutions unique to your situation, as well as provide the service and support you need.
Learn more about the main governance models for institutional investors that have emerged over the last 5 to 10 years. The article covers the key tasks facing institutional investors and the different governance models that have evolved, and what delegated solutions offer.
Strong governance is essential for growing financial advisory firms — it can improve investment outcomes and prevent operational failures. With various delegated solutions on the market, good governance can be cost-effective and allow financial advisors to focus on client service and development.
Please see Important notices for further information.
Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.
1 Information is as of December 31, 2019.
2 Pension & Investments, AUA ranked by worldwide assets under advisement as of June 30, 2019 as reported by each firm to P&I.
3 Information is as of June 30, 2019.
4 Information as of January 31, 2020.
We’d be happy to set up a free consultation or send you more information to get you started.