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.
Specialist advice, tailored to you
We’ve been helping institutions manage the risks and complexities involved in professional investing for over 40 years. We research and advise on a wide range of investment issues and suggest solutions that are tailored to your particular circumstances.
Whether it’s as a retainer client or as a one-off project, we can help you with matters including:
- Establishing a robust governance framework
- Setting investment objectives
- Determining your asset allocation
- Structuring your portfolio
- Selecting and monitoring managers
- Implementing your investment strategy efficiently
- Providing investment workshops for your trustees
Local team, global expertise
Our experienced local team is connected to our global network of over 500 investment professionals. Located on the ground in every major financial centre, they provide us with not only insights into current market conditions but also the latest thinking and best ideas to help shape your investment decisions.
Specialist teams include: manager research, investment strategy, portfolio management, operational due diligence and portfolio implementation/transition management.
$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.
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Rachel Carroll, CFA
Managing Director,
Consulting