Complete Investing in a Fast‑Moving Cycle
ABOUT US
You Face Challenges. We See Possibilities.
Many investors seek guidance on setting a strategy, manager research and allocation and the day-to-day operations of an investment program. We call these “investment solutions”. There are many names for investment solutions around the world, including OCIO, delegated solutions, fiduciary management, implemented consulting, but they all center on the same thing – supporting institutional investors in an effort to meet their goals more efficiently. Implementing an investment solution can help you maintain control and feel confident knowing your investments are in professional expert hands.
Novel Access
Get future ready
TAX-ADVANTAGED LIQUIDITY
FLEXIBILITY
DIVERSIFICATION
Market Intelligence
Private markets
Private Technology
Algorithmic, Data Driven, Financial Insights
01
Implement
Our approach centers around you, because we value long-term relationships. As partners, we offer you an inter- connected, collaborative global team at your disposal to deliver relevant, targeted solutions tailored to your goals. Open communication ensures everyone stays on point with your evolving needs, potential opportunities, risks and potential solutions.
02
Optimize
Maintaining deep knowledge of global markets is important. But, equally important is understanding your organization, investment objectives and needs. We aim to bring clarity through global research, and regional insight of local markets and regulatory issues, while providing access to specialists across our teams, portfolio managers, economists, and the broader resources of the firm.
03
Customize
Our transparency with clients is under- pinned by proactive service. We offer a comprehensive range of investment offerings—cash, fixed income and opportunistic strategies. Our independent operational support and control teams offer a disciplined approach to product governance, risk assessment and credit analysis. In addition, our robust technology ensures detailed, efficient execution and reporting.
SPECIALTIES
Our Services
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Financial Consulting
Many investors seek guidance on setting a strategy, manager research and allocation and the day-to-day operations of an investment program. We call these “investment solutions”. Implementing an investment solution can help you maintain control and feel confident knowing your investments are in professional expert hands.
Private Markets
Private markets are becoming increasingly popular as investors shift parts of their portfolios away from publicly traded assets in order to diversify their risk and return drivers. The opportunities in private markets span many sectors and regions, each offering something different to investors. Yet they all share the qualities of being shielded from much public market volatility and having the potential to earn a premium by being held over the long term.
Investment & Banking
Our financial advisors are here to help you create a personalized financial strategy with your lifestyle goals in mind. Based on findings from the discovery process, we will work with you to build an appropriate plan that supports your objectives, and then monitor it regularly to help you stay on track.
Investment Research
Accessing managers that invest in private markets can be challenging for some investors. We have been investing in these markets for more than 25 years, establishing deep relationships with a wide universe of highly-rated managers.