We serve investment consultants as well as institutional and individual investors.
We work with the investment consultants who wish to add advanced asset allocation,
Institutional and Individual Investors
We work with defined benefit plans, foundations, endowments, insurance companies and government agencies directly or in cooperation with their consultants. We help a particular institution to design a policy portfolio that represents a reasonable compromise between many risks the institution faces. In most cases, the portfolios we recommend minimize cost and risk at the same time.
The asset allocation models we build are usually client-
We offer a unified asset allocation platform for the design of lifecycle funds, target
date funds, and discretionary managed accounts. Our portfolio optimization engine
generates glide paths that maximize post-
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