We’re an experienced, well-resourced OCIO provider, with flexible outsourcing solutions to help institutional investors achieve efficiency and risk management through investment management delegation.
What we do
Outsourced CIO (OCIO)
Enhanced CIO (ECIO)
We support your investment team by combining one of the world’s leading portfolio intelligence tools—SEI Novus—with comprehensive investment processing, shadow accounting, and data management capabilities.
Custom socially responsible investing (SRI), impact investing, and ESG screens that demonstrate a commitment to your values without sacrificing investment quality.
Alternative and private market investing
Capabilities and resources to properly screen and report on complex strategies.
Who we serve
Nonprofit and healthcare organizations
We provide a dedicated team and custom approach to help nonprofits and healthcare organizations meet their goals. Learn why over half of our nonprofit clients have been with us for 10+ years.
Retirement plan sponsors
Understanding retirement plans is part of our heritage, dating back to our roots as a pension consultant. We’ve innovated, improved the way plans are managed, and now provide solutions to help create a better experience for retirement plan providers and their employees.
Economic outlook: The year ahead: Riding on rocky ground
Both fixed-income and equity markets chalked up big losses in 2022—almost regardless of region or style.Review the summary
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