Our Clients

Pensions are facing a range of issues today that are making it more challenging to meet members’ needs over the long term including lower expected returns, market volatility, aging populations, regulatory changes and longer life expectancies. Funded status volatility and the simultaneous need for portfolio de-risking have pensions exploring new asset classes, sectors, and geographies in search for additional sources of returns and diversification.

In today’s constantly changing market environment, consultants are helping asset owner clients grapple with lower return expectations without over extending risk exposures in search of higher returns. To reconcile the issue clients are exploring new asset classes, sectors, and geographies in search for additional sources of returns and diversification.

As investment needs have become more complex, insurance and financial companies globally are increasingly turning to external asset managers for specific investment strategies and solutions to complement their capabilities.*Lower future return expectations from traditional asset classes and heightened concerns over market volatility have investors exploring new asset classes, sectors, and geographies in search for additional sources of returns and diversification.

*Greenwich Associates. “Insurers Present Challenges and Opportunities for Asset Managers.” January 16, 2018.

Endowments and foundations face the conflicting challenges of maintaining a target spending rate and preserving the real value of their portfolios. Lower future return expectations from traditional asset classes and heightened concerns over market volatility have investors exploring new asset classes, sectors, and geographies in search for additional sources of returns and diversification.

As investment needs have become more complex, money managers are turning to external asset managers for specific investment strategies and solutions to complement their core capabilities. Lower future return expectations from traditional asset classes and heightened concerns over market volatility have investors exploring new asset classes, sectors, and geographies in search for additional sources of returns and diversification.

Family offices face a range of complex challenges including wealth preservation, tax and estate planning and navigating an increasingly complex and changing investment landscape. Lower future return expectations from traditional asset classes and heightened concerns over market volatility have investors exploring new asset classes, sectors, and geographies in search for additional sources of returns and diversification.

Sovereign wealth funds and government agencies are evolving to meet the many challenges facing the global economy and markets. Some of these challenges include lower return expectations, ongoing uncertainty, climate change and market volatility. Institutions are looking to alternative strategies, alternative asset classes and focusing on regions or sectors expected to drive growth to sustain long-term returns and manage risk.