Who We Serve

We put the world’s institutions, financial professionals, and investors at the center of everything we do.

Our clients

From pensions and non-profits to advisors and consultants, from college grads to empty-nesters, we create solutions responsive to our clients’ needs.

What our clients can expect

  • We put partnership first
  • We draw from our market-tested expertise
  • We leverage the strength of our global scale
Investment philosophy

We start by listening first to understand our clients’ objectives.

Understanding multiple dimensions

Creating successful investment outcomes starts with understanding the multiple dimensions of a client’s long-term objectives and liabilities

Knowing markets aren’t always efficient

Due to behavioral biases, informational inefficiencies and limits to arbitrage, markets are not always efficient, leading to opportunities for excess returns.

Focusing on asset allocation

The primary driver of long-term returns is asset allocation. Investors need efficient access to a broad universe of capital market exposure. Focus should be on underlying risks, not asset class labels

Achieving capital & risk efficient portfolios

A thoughtful and precise combination of market, factor, and idiosyncratic risk, along with manager skill, are key to achieving capital, and risk efficient portfolios.

Learn more about our investment solutions

More about us