Featured Research

2014 Nuclear Decommissioning Funding Study
authored by Julia Moriarty, CFA

The Education of Beta: Can Alternative Indices Make Your Portfolio Smarter?
Eugene Podkaminer examines "smart beta" in this comprehensive white paper.

Smarter investment strategies crafted through the integration of experience, intelligence, and innovation.

Founded in 1973, we are one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco, with offices across the country, we provide research, education, decision support, and advice to a broad range of institutional investors, collectively responsible for nearly $2 trillion in total assets.

As an employee-owned firm, we pride ourselves on our ability to attract and retain the brightest investment professionals in our industry. In a business that is critically dependent on the tenure of its people, our average consultant has been with the firm for over 10 years. This stability creates the perspective and the experience that make us a recognized leader in our industry.

Our experienced consultants are supported by one of the strongest centralized manager research and performance measurement efforts in the industry. We employ 60 dedicated research, database, and performance measurement professionals, and have over 30 CFA designations across the firm. Combine this with our proprietary systems built over our 41 years in the business, and no other firm is better positioned to serve the needs of today's institutional investors.