We serve a wide range of institutional investors, including corporate pension plans, insurance companies, and sovereign wealth funds in a highly customized manner to address the unique needs of these constituencies.

Our work with pension plans and insurance companies places a special focus on meeting the liability requirements of these particular investment programs. With a number of notable but confidential sovereign wealth funds, we have advised on the development of the investment program as well as the establishment of the investment operations, similar to our role in developing the investment offices of today’s leading endowments.

Please note: These lists reflect a sampling of our client universe, in accordance with the SEC requirement for an objective methodology for partial client lists. In compliance with this requirement, we chose institutions that were the largest in each category, using investment size as the criterion (omitting only those requesting anonymity).