Consulting and research in:

                  -product evaluation/selection/competitive analysis

                  -investment research

                  -asset allocation and risk management

• Research (products, pensions, planning, risk)

• Financial Planning (IPS process, solutions, segmentation)

• New Product Development (pensions, longevity insurance, risk management)

• Management Consulting (effectiveness/efficiency assessment of investment management process)

• Advocacy (regulatory, pensions, new products)

• Financial Education/Coaching  (corporate, groups)