Capwiit Investment Consulting employs more than 300 investment consultants and serves a client base of more than 500 funds with assets worth over $1 trillion. Many of our clients are included in the Financial Times 1000 and the Fortune 1000 lists.

 

We help our clients develop disciplined and efficient investment strategies to meet their investment goals.

 

Governance - A thorough analysis of the fund’s performance expectations, risk sensitivity and liability profile allows us to establish a clear and appropriate investment policy benchmark for the fund.

 

Policy - Using our industry-leading Asset/Liability Modeling and Structured Alpha™ tools, we help clients find the most efficient allocation of funds across asset classes and investment managers. The result is an optimal balance of risk and expected return.

 

Implementation - Our global network of manager research allows us to identify suitable investment management vendors with the right capabilities for our clients’ needs. We also help clients implement strategies to lower fund management expenses, like commission recapture and securities lending.

 

Control - We complete the asset cycle by providing detailed monitoring of fund manager and portfolio performance, recommending actions where appropriate.

We use industry-leading research and tools to turn groundbreaking investment concepts into practical advice for our clients. Our global network of investment consultants allows us to apply best investment practices in any market. And our deep experience with liabilities allows us to link investment policy with our clients’ specific needs.

 

Investment advisory and investment consulting services are provided in the United States by Capwiit Investment Consulting, Inc., a subsidiary of Capwiit & Company. Capwiit Investment Consulting, Inc. is a registered investment adviser with the Securities and Exchange Commission.

Capwiit's operating entity in the UK is Capwiit Limited. Capwiit Limited is authorised and regulated by the Financial Services Authority.