Select your local site for products and services by region

Americas
Asia Pacific
Europe
Location not listed?

Solutions

Portfolio strategies tailored to your specific investment objectives are available through our highly skilled Solutions team. Our customized portfolio strategies and support include direct indexing, multi-asset portfolios (models, discretionary mandate capabilities and target date funds) integrated portfolio implementation, institutional overlay, and portfolio analysis and consulting.

Direct indexing investing strategies

Direct indexing

Discover the benefits of our Direct Indexing Investment Strategies, designed to maximize after-tax returns. Customize your accounts to pursue higher returns, align with personal values, or complement concentrated positions.
Multi-asset portfolios

Multi-asset portfolios

A full range of model portfolios and discretionary multi-asset mandate capabilities managed by an experienced team.
Integrated portfolio implementation

Integrated portfolio implementation

Overlay management that can combine separately managed accounts, mutual funds, ETFs and other vehicles in a single customized portfolio.
Institutional overlay

Institutional overlay

Overlay solutions designed to improve expected returns, manage portfolio-specific risk, reduce tracking error and minimize transaction costs.
Portfolio analysis & consulting

Portfolio analysis & consulting

In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
NIM-05222025-jbkvzbml