The Global Investment Research Alliance will expand to a maximum of six members with additional firms representing South America, Europe, Asia, and the Middle East/Africa. Like Segal Marco Advisors, Frontier Advisors, and LCP, future members will be independent firms operating in defined geographic areas and focused on delivering customized solutions for asset owners. In addition to sharing research among member firms, the Alliance holds periodic forums to discuss global investment trends, client issues, and capital market directions.
Segal Marco Advisors (www.segalmarco.com) a member of The Segal Group, is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment consultants. Clients include corporations, non-profit organizations, endowments, foundations, state and local governments and joint boards of trustees administering benefit plans under the Taft-Hartley Act. The firm works with financial services firms through Rogerscasey, a Division of Segal Advisors, and with Canadian clients through Segal Rogerscasey Canada.
Frontier Advisors (www.frontieradvisors.com.au) was established in 1995 and with $A200 billion in funds under advice is one of Australia’s largest specialist, independent investment advisory businesses. Services are provided to some of Australia’s largest institutional investors and include investment strategy and configuration advice, manager and investment research, quantitative modelling and solutions, regulatory and governance advice and retirement solutions. Frontier also provides on line research via the proprietary Mercury research platform.
LCP (www.lcp.uk.com) is an investment, actuarial and risk management consulting firm founded in London in 1947. Clients include 3i, Barnardo’s, Hilton Worldwide, NM Rothschild & Sons, Smith & Nephew, Tate & Lyle, Volkswagen and Whitbread.The firm has more than 500 staff based at locations in London, Winchester, Brussels, Utrecht, Dublin and Abu Dhabi.