Global Capabilities
Outsourcing & Discretionary Management
With experience, people, and resources, we aim to replicate best practices of high-performing investment offices for nonprofits, pensions, and private wealth.
Advisory Services
We can skillfully guide your investment decisions or offer you a sounding board for ideas.
Investment Office Tools & Services
We can bring more than 40 years of manager research and due diligence to your desktop with our investment office tools and services.
Investment Insights
Featured Insight
The Value of ESG Data: Early Evidence for Emerging Markets Equities
November 2016
Our examination of incorporation of environmental, social, and governance factors into the stock selection process for two major MSCI indexes finds evidence that ESG factors added value in emerging markets equities but not developed markets equities. Given our findings, investors evaluating managers would do well to focus on understanding if and how the manager incorporates ESG factors, for what reason and how consistently, and whether ESG-based stock selection has added value to their funds.
Focus On Results
Explore how we help nonprofit institutions, pensions, private families and other institutional investors tackle a variety of real world investment challenges.
- Building A Diversified Portfolio
- Considering Mission-Related Investing
- De-risking Pension Plans
- Ensuring Oversight of Portfolios
- Entering New Asset Classes
- Generating Our Spending Rate
- Holding Concentrated Stock
- Managing Risks Effectively
- Researching Investment Managers