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
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Outsourced CIO (OCIO)
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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.
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Sustainable investing
Custom socially responsible investing (SRI), impact investing, and ESG screens that demonstrate a commitment to your values without sacrificing investment quality.
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Alternative and private market investing
Capabilities and resources to properly screen and report on complex strategies.
Who we serve
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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.
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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.
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