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Our Approach

Collaborative Investment Process

Our investment process is built around collaboration, both internally and externally, using an approach that incorporates our client’s objectives and constraints. Decisions are not made in a vacuum or by research professionals who are simply considering market-driven inputs. Our consultants are a part of our investment committees and research teams, and we have built a process that marries our firm’s views with what is appropriate for each client.

Each client has varying investment objectives, values, and oversight considerations. Our committees design approaches to implement custom solutions that meet client-specific needs. This process encourages our research team to become more deeply connected to the needs of our clients and ensures our consultants do not become sales people. Our process also provides each client with our firm’s view, with the benefit of our entire team’s work. We believe that superior investment recommendations are born from debate and collaboration, and we’ve built our committees to deliver those benefits to our clients.

Our collaborative investment committees include:

  • Capital Markets
  • Environmental, Social, and Governance
  • Equity
  • Fixed Income
  • Hedge Funds
  • Outsourced CIO
  • Private Equity
  • Real Assets

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