These institutions include:
Credit Unions
Foreign banks and asset managers
Intermediaries to endowments or family offices
Outsourced CIOs and consultants
Retirement account administrators
State retirement mandates
TAMPs
Partnership Benefits
Tax-efficient, low-cost portfolio solutions for managing portfolios.
Significant savings in cost and time versus resources required for in-house development of similar capabilities.
Higher expected risk-adjusted returns versus traditional actively managed market cap-weighted approaches.
