Investment Consulting
Investment & Governance Specialists
Objective, unbiased, and comprehensive advice to help meet your investment and governance needs.
We deliver client specific services which include everything from investment consulting and governance to service provider searches and manager research. Our clients include corporate plan sponsors, foundations and endowments, not-for-profit organizations, trusteed plans, public plans, corporate pools of capital and high net worth individuals.
We work with our clients to review investment strategies, monitor performance, address gaps, ensure policy compliance, and make asset allocation decisions. With our guidance, clients benefit from sound, informed decision-making that supports long-term success. Our proactive and thoughtful approach ensures ideas are clearly communicated, and our business model is rooted in alignment with client success.
We offer a full range of comprehensive investment consulting and governance solutions to help achieve your organization’s goals.
We advise and guide Committees and Boards through investment strategy and policy reviews, monitoring investment performance and portfolio behaviour, help identify gaps and corrective actions, ensure compliance with policies, design portfolios and make asset allocation decisions.
We are dedicated to keeping your investment managers on track to meet your goals. We proactively monitor and assess each manager, ensuring all the right elements are in place for their success. If challenges arise, we’re ready to help you find suitable alternatives.
We gather and analyze vast amounts of qualitative and quantitative data from diverse sources—manager questionnaires, research meetings, third-party databases, surveys, performance analyses, and updates from managers. With expertise covering all asset classes and approaches, we help clients stay closely connected to their managers while continually scouting for new opportunities.
Pension and group retirement programs often need help building and sustaining strong governance frameworks aligned with CAPSA guidelines and industry best practices. Our governance solutions ensure regulatory compliance and demonstrate to stakeholders that fiduciary responsibilities are met.
We recognize that good governance is not one-size-fits-all, and we tailor our approach to your organization’s needs. We conduct comprehensive governance reviews, offering an objective, third-party perspective to highlight gaps and align your practices with industry standards. Following the review, we work with you to develop an actionable improvement plan.
Investment performance monitoring is a critical element in the governance of any investment program. Our performance reports are crafted with client feedback, ensuring they clearly show whether your portfolios and investment managers are on track to meet your objectives.
Our commitment to accuracy, timeliness, and innovation drives our reporting capabilities. Built in-house, our reporting software enables us to implement real-time updates, ensuring continuous improvement and uninterrupted service to our clients.
Asset owners face the fundamental decision of which risks to embrace, avoid, and balance within their portfolios. This is the essence of asset allocation—the most impactful, strategic decision in portfolio construction, significantly influencing long-term portfolio outcomes.
We know there’s no single “optimal” asset mix for everyone. We explore each client’s unique objectives and constraints to inform on investable assets. Using our asset/liability modeling tools, we analyze and stress test various client specific asset mixes, eventually supporting clients in making asset allocation decisions that align with goals and financial position. We prioritize sound governance as the foundation for asset allocation decisions, creating a framework that supports your fiduciary responsibilities and leads to success.
We assist Boards, Committees, and institutional investors in evaluating and selecting service providers through comprehensive search services. We start by understanding your objectives, needs, and preferred working relationship with providers, then identify candidates that align with these criteria. We offer objective, unbiased, and conflict-free research and guidance.
