Independent Investment Research & Consulting
Independent investment research and consulting, free of conflicts of interest
We support the decisions of institutional investors and corporate pension funds with independent research that is unbiased toward any particular asset manager or product.
Services
Our Services
Investment Research
Research, analysis, and reports on asset classes and investment products, offering an independent perspective to support asset owners’ long-term decisions.
Service Provider Evaluation
Evaluation and comparison of DC plan record-keepers, OCIO providers, and other service providers from a fiduciary perspective.
Research & Training for asset management
We provide the latest trends in asset management and information and training on investment.
Research
Latest Research
Report No.5
Total Portfolio Approach (TPA): A New Philosophy for Portfolio Construction and Management
2026.03.24
Report No.4
Evaluating OCIOs: A Practical Framework from a Fiduciary Perspective
2026.01.19
Report No.3
Investment Trends of U.S. University Endowments (Ivy Plus, FY2025)
2026.01.08
News
2026.05.18
Lecture materials from a graduate course at Tokyo University of Science have been published.
Contact
Get in touch for consultations or report requests
Consulting inquiries / Report & data requests / Media & speaking requests