We build custom portfolios that help to achieve the outcomes and create the value each plan sponsor or pension scheme needs.

With more than 40 years’ experience in managing pension portfolios, we understand the complex challenges our clients face. Applying this knowledge on their behalf, we focus on achieving optimal results for each valuable unit of risk and capital.

Our client teams are led by senior investors and backed by experienced investment professionals. Together, each team partners with its client to help create a portfolio and relationship tailored to that pension’s current circumstances and long-term goals.

Our global footprint helps us to uncover areas of significant investment potential while our scale allows us to negotiate competitive terms for the benefit of our clients. This breadth of experience and resources allows us to construct truly differentiated portfolios designed to help our clients reach their targets while reducing downside risk.

We strive to align ourselves with our clients and don’t derive revenue from managers or other business agendas that might compete with you for our best ideas.

We serve diverse organizations and plan types, including:

  • Corporations
  • Government & Public Institutions
  • Insurance Firms
  • Multiemployer & Unions
  • Not-for-Profit Organizations

  • Defined Benefit Plans
  • Defined Contribution Plans
  • Cash Balance Plans
  • Multi-Pool & Hybrid Plans
  • Specialized Trusts
  • Other Complex Asset & Liability Pools

As pension plan sponsors chart the path to achieving their funded status goals, Outsourced Chief Investment Officers (OCIOs) have increasingly been considered as a solution to portfolio management challenges. Yet despite their prevalence, many defined benefit plan sponsors have questions about what an OCIO does and whether the model can fit their unique needs. Sona Menon, Cambridge Associates' North American Pension Practice Head, draws on more than 10 years’ experience as an OCIO to address common concerns and illustrate the flexibility of OCIO relationships.

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