Investment Management
Institutional Business

The Institutional Business works to develop and execute thoughtful investment solutions for our diverse client base which includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.

With the goal of increasing assets and revenues of the Firm, Sales teams are responsible for selling a broad spectrum of institutional business products, including hedge funds, private equity, fixed income and equities.

In addition, they collaborate with clients through conferences and client presentations on institutional business topics, including asset allocation, risk budgeting and asset/liability management.

They work closely with our Business Development and Strategic Marketing teams to ensure that our presentation materials, request for proposals, thought leadership and critical communications enhance the client experience.