Pooled employer plans (PEPs) aim to lower plan costs, improve access to innovative investment management, and transfer administrative and fiduciary burdens to a third-party. Is this what employers have been waiting for?
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.
The impacts of financial crises and other major market events throw the importance of being in firm control of an investment portfolio into sharp relief. The sudden and significant decline in global markets in March 2020 was no different. It provided a critical stress test for institutional investors that had been confident in their ability to react, counter and repair. We believe that there are 12 essential steps that investors should take to improve their governance.
Corporations and not-for-profit organizations of all sizes often find that managing financial assets can distract leadership teams from focusing on their businesses. Free your team to focus on higher-value strategic priorities by delegating your investment, governance and risk management responsibilities to a global outsourced CIO (OCIO) leader.
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.