Skip to main content
Circular puzzle pieces connect to form the rings of a tree stump, we are all connected.

Institutional investors

We provide technology and asset management services across the continuum of institutional investors ranging from those with internal investment operations to those that outsource investment implementation.

What we do

Who we serve

Image of bright yellow ladder reaching to a cotton cloud as a metaphor for reaching for investment returns and goals

The sun sets on summer’s rebound

Summer break ended early for the equity market as the rally that started in June began to cool by mid-August.

Review the summary

Our insights

An orange pencil stands out among a row of white pencils on a blue background, representing customization.

Evaluating OCIOs?

Our evaluation center is a one-stop-shop to make your search successful. From an RFP checklist and sample questions to tools for comparing fees and performance, and tips for running a finals presentation, we've got you covered.

Let's go