Externally Managed Solutions
Philosophy and Approach
Objective: A combination of our due diligence capabilities and our research and data-driven platform enable an ability to look through any external solution to offer a high level of transparency for our clients and a proper fit within portfolios.
Unconstrained: We employ a hybrid investment architecture covering active and passive external solutions in public markets and private market investments. Where externally managed solutions are employed, we work with clients to create a solution that balances investment approach, cost, tax constraints where applicable, and sustainability objectives.
Our analytics platform enables a view into externally managed solutions and full transparency for our clients.