The company is one of the industry’s largest independent, full-service investment consulting firm headquartered in Massachusetts. It services 360 retainer relationships, representing assets of $1 trillion with approximately $63 billion in alternative assets.
The company evaluates and provides advice for portfolio management such as private equity, real assets, and hedge funds, which offer attractive diversification and hedges against the negative implications of inflation. Compared to traditional capital and fixed income investments, the client’s 25 dedicated assets research professionals ensure attractive overall returns on over $70 billion in alternative assets to their nearly 250 clients.
The research professionals relied on a legacy portal that helped investors to search and identify managers who could share customized investment plans and invest on their behalf. Based on prospective investor requirements, advisors would manually pull out data on existing customers, use tools to help forecast and create presentations of similar investments, and present this data in a chart format.
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