Investment Consulting Services
Strategic guidance grounded in decades of practical experience and class-leading technology.
Introduction
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 at our fingertips, 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 contribution plans
Helping DC plan sponsors fulfill their fiduciary responsibilities, employing best practice in plan design, investments and implementation.
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
Increasing sustainability across the globe
Better serving the community
Health system insurance company
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.
$932B
Assets under advice 1
1969
First consulting partnership
18 YRS
Average relationship
15K+
Investment products
87 YRS
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
Responsible
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.
Partner with us
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