Tuesday, May 1, 2018 Stamford, CT USA — The continued pressure on plan sponsors to close funding gaps while managing risk is forcing U.S. institutional investors to take a hard look at their portfolio allocations.
The 2017 Greenwich Quality Leaders in Overall U.S. Investment Consulting are using this opportunity to cement their strong client relationships with advice on how to structure and implement new strategies and allocation models. Firms that were once viewed almost exclusively as a resource for manager due diligence and selection now are routinely expected to provide advice and support to institutions on asset allocation, investment strategy and a host of other issues.
“Institutions’ need for ideas and solutions and new competition for advisory relationships from sophisticated asset managers are forcing investment consultants to up their game,” says Greenwich Associates Managing Director Davis Walmsley. “The 2017 Greenwich Quality Leaders in U.S. Investment Consulting have done exactly that.”
Based on Greenwich Associates research with institutional investors, Pavilion, Rocaton Investment Advisors and RVK are the 2017 Greenwich Quality Leaders among large U.S. investment consultants. Among midsize consultants, Angeles Investment Advisors, Ellwood Associates and LCG Associates are the 2017 Greenwich Quality Leaders.
Although each of the named 2017 Greenwich Quality Leaders in Overall U.S. Investment Consulting have varying specialties and target different segments of the institutional marketplace, all have demonstrated the ability to gain a deep understanding of client needs and deliver high-quality, tailored advice that helps institutions achieve their investment goals.
Click here for the full Greenwich Report and list of 2017 Greenwich Quality Leaders in Overall U.S. Investment Consulting.