Financial Analysis

Financial health and performance

Expert Financial Analysis Services
for Informed Decision Making

We help you develop accurate financial forecasts and budgets, providing you with a roadmap for achieving your financial objectives. We analyze your cash flow to identify potential cash shortages and help you make informed decisions about financing and capital expenditures.

Performance Insights

Better understand your performance, risk, and opportunities across your entire portfolio.

Enhanced indexation

We focus on multiple ‘risk premia,’ such as value, quality and momentum.

Exclusive access

Our portfolio managers are compensated in part based on long-term, risk-adjusted performance.

Customized portfolio

We pursue appropriate returns for you through a range of innovative investment strategies that can include internal and external managers.

Inclusive Ventures

From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.

Income Insight

Proactively measure and manage tenant and income risk across your portfolio and the real estate lifecycle.

A Customized Portfolio

We can take into account your entire portfolio — wherever the assets are held

Our size allows us to offer a full range of investment opportunities while remaining nimble on security selection, portfolio construction, and asset allocation decisions for each client.

Wealth Advisory

Expert advice and personal service for every part of your financial life

Increased Simplicity

Our low cost, globally diversified, indexed portfolios are based on your employees’ time horizon, age, and risk tolerance.

Better Performance/Lower Cost

We utilize low-cost, broadly diversified index funds.

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