Advisory + Retirement Research

WHAT WE DO

We help leading institutions with their most challenging retirement problems by partnering on advisory projects that fit our mission and promise to make a difference in enhancing retirement security

Our team has served pension funds with collective assets under management exceeding $800 billion. We have deep expertise in the “Canadian model” of pension institution and how to apply the lessons from that model to other markets, retirement plans, and pension institutions. We bring a cross-disciplinary, integrated perspective to pension problems and are able to work with – and build consensus among – a wide range of relevant retirement stakeholders.

We have collaborated and partnered with some of the world’s leading retirement security institutions

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FOCUS OF OUR PRACTICE

Each year we partner with a limited number of clients on high-impact advisory projects that fit with our comparative advantages and promise to make a material difference in enhancing retirement security.

Pension / retirement strategy
Regulatory / public policy / stakeholder issues related to pensions
Pension / retirement research and innovation

Thought leadership
Pension / retirement product development

OUR COMPARATIVE ADVANTAGES

Understanding of intersection of public and private sectors, especially as it relates to retirement security, combining market-facing insights with insights related to the public policy / regulatory environment
Ability to integrate across pension disciplines (plan design, governance, investments, administration)
Strong networks in the global and domestic pension / retirement security community
Mission orientation and limited number of advisory projects bring strategic focus to our work around enhancing retirement security and improving retirement systems based on evidence
Team with deep practical experience building and running pension / retirement plans and organizations

EXAMPLES OF RECENT PARTNERSHIPS

World Bank case study on the evolution of the "Canadian model" of public pension fund, in collaboration with AIMCo, CDPQ, HOOPP, OPTrust, and the Ontario government
Working with the Aspen Institute Financial Security Program on an initiative to explore alternative delivery channels for retirement security
Partnering with leading Canadian pension fund HOOPP and the National Institute on Ageing on a study on the value of collective retirement plans
Partnered with one of the world’s 20 largest pension funds on a study of international lessons learned in successful retirement system reform
Partnered with one of Canada’s largest unions to develop a comprehensive retirement security strategy
Advised one of the world’s largest pension funds on evidence-based strategies for enhancing retirement literacy
Assisted U.S.-based, venture-backed technology company on adapting its product to the Canadian retirement security system / market
Authored a co-branded white paper on the expansion of public pension organizations in collaboration with a leading Canadian pension plan
Conceived, curated, and facilitated a day-long regulatory symposium including senior regulators and policymakers from both federal and provincial levels, and pension fund executives
Retained by a Deputy Minister to advise a government department on relationship between labour force renewal and pensions
Developed multi-year strategies and agendas for thought leadership and research for two leading Canadian pension funds
Partnered with a team of leading academics and major Canadian pension plan to conceive and execute multi-disciplinary study on intersection of health care costs and retirement security

OUR WORK

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