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What we do

Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Technology and operations
Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

Asset management
Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

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Who we serve

We help our clients across financial services make confident decisions and power growth.

Asset managers

Banks and wealth managers

Families and individuals

Financial advisors

Institutional investors

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Insights

Insights
Perspectives and happenings from our leaders and experts.

Newsroom
The latest news and announcements.

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About us

Our story
Who we are, what we do, and how we do it.

Our commitment
Building brave futures through the power of connection.

Investor relations

Our leadership team

Newsroom

Locations

Careers

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Evaluation tools

Our evaluation center is your one-stop-shop to simplifying your search.

Get to know us

Explore our solutions for institutional investors.

Outsourced chief investment officer (OCIO)
We're an experienced, well-resourced OCIO provider with flexible outsourcing solutions for institutional investors.
Unbundled OCIO
For institutions with in-house investment resources, we provide solutions designed to support your investment team.
Sustainable investing
We help you align your investments with your core values, without sacrificing access to quality investments or your goals.
Alternative investments
We can help manage the decisions, risk, and operational complexities that come with alternative investing.

Insights for institutional investors

Our insights