Working with experienced professionals
Our commitment to you.
We help investment advisors and institutions deliver results for their clients by providing the knowledgeable guidance of our sub-advised investments and exclusive practice management tools. We're committed to helping our clients build a solid financial foundation for today and tomorrow. And we'll continue to do so with innovative strategies that are available at competitive prices.Our Investor First Process
The Investor First Process is our ongoing commitment to making sure you have access to the investments you deserve from some of the best asset managers in the industry.
Quantitative Analysis
We apply quantitative metrics to identify strategies delivering competitive returns, style consistency, and sound risk mitigation.
Qualitative Analysis
With a forward-looking approach, we analyze the manager's investment philosophy, portfolio construction process, organizational structure, and responsible investing process.
Investment Manager Recommendation
Through an objective, evidence-based, and collaborative process, these quantitative and qualitative analyses are combined to form a recommendation that is vetted by our Investment and Investment Risk committees.
Continuous Monitoring
Fund managers are continuously monitored on a daily, weekly, monthly, and quarterly basis for investment performance, adherence to style and responsible investing framework, compliance with objectives, and other important criteria. Managers not meeting expectations are subject to replacement.