Making more informed decisions on retirement plans, long-term savings, and investment strategies can result in better outcomes for your business and your employees.
Investment professionals worldwide and 135 dedicated analysts1
Consultant by global Assets Under Advisement2
Under advisement globally3
Global delegated Assets Under Management3
Congratulations to Ai CIO for their most recent survey* highlighting that lack of internal resources, improved risk management and a desire to capture opportunities more quickly as 3 key reasons why institutional investors continue to adopt governance models that increasingly include delegation. We are delighted to continue to lead the global market for full discretionary OCIO assets under management, for our Investment Solutions and OCIO services, to help clients address these critical issues.
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 centre 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.
Please see Important notices for further information.
Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.
1 Information is as of June 30, 2018
2 Pensions & Investments. Pensions & Investments Survey, November 27, 2017.
3 Information is as of December 31, 2017.
4 Information as of March 31, 2018