Investment Consulting Services
Strategic guidance grounded in decades of practical experience and class-leading technology.
Leading an investment program is a significant responsibility. Your choices can be the defining factor in your success or failure. Yet, even with the plethora of information, it can be challenging to chart the optimal course. We can help.
Who we support
Specialized investment consulting solutions across four core segments:
Defined Benefit Plans
Supporting DB plan sponsors and their pension plans—tackling funding and volatility issues, pension risk transfer strategies, and so much more.
Defined Benefit Plans
Supporting DB plan sponsors and their pension plans—tackling funding and volatility issues, pension risk transfer strategies, and so much more.
Non-profit organizations
Helping non-profits achieve their mission with strategic investment advice, governance, implementation and administration support.
Healthcare systems
Helping address the unique challenges faced by hospitals and healthcare systems—managing long-term and operating pools, retirement savings plans, foundation, and insurance assets.
Case studies
Case studies are problem-solving stories. We select a situation that is indicative of problems clients in this category are facing. The recommendations described do not represent a standard strategy or set of recommendations made for all advisory clients with similar issues. Each client has unique requirements, challenges, and constraints, and our advisory solutions are tailored to each client’s specific needs.
$906B
Assets under advisement
1969
First consulting partnership
18 years
Average relationship
15K+
Investment products
89 years
In business
Source: Russell Investments. As of 6/30/2024.
Our consulting approach
Helping you maximize the potential within your investment program.
A part of your team
Wherever you are on your investment journey, we’re here to support you—working with you to help you achieve your goals, a part of your team. That’s why we dedicate the time to truly understand you, your challenges and your beliefs, to ensure our recommendations are ideally aligned to your needs.
In a recent study, our clients ranked our understanding and alignment with their unique investment goals ahead of any other firm surveyed.
Highly-experienced specialists
As a consultant, we advise on more than $1 trillion in assets around the world. This ensures we have the depth of specialist expertise to enhance your investment program with seasoned professionals that can hit the ground running.
Our investment professionals bring an average of 18 years industry experience.
Beyond the theory
Alongside our consulting practice we manage more than $275 billion in assets. This direct experience ensures our recommendations are grounded in a solid understanding of the practical application—a challenge for organizations constrained to an advisory only practice.
Our global investment platform is substantial, managing more than $275 billion on behalf of investors all around the world.
Providing strategic guidance across:
Governance approach
Asset/liability management
Investment policy
Sustainable investing
Asset allocation
Performance analysis
DC plan design
Manager research
Risk analysis
Portfolio construction
Our experts work hard to solve the complex issues our clients encounter.
Our collection of research shows our dedication to solving complex investment problems.
Private Markets Playbook
Positioning for a New Reality
How to spot opportunities and gain exposure to private investments without taking on too much risk.
Read the article
Eye on private credit
Understanding the basics and beyond
With a robust supply of asset-based investments, the private credit market has grown to over $5T dollars and is anticipated to be worth nearly $8T by 2027, driven by structural shifts in the lending environment.
Start exploring
Outsourced CIO
The Right OCIO Can Cure Insomnia in Restless Markets
Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.
Read the article
Partner with us
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Rachel Carroll, CFA
Managing Director,
Consulting