ASSET SERVICING

Our Corporate & Institutional Services business, a global leader in asset servicing, is responding to the growing complexity of our clients’ needs with proprietary technology and customized financial solutions. Services provided include trust, custody, treasury, banking, and analytical / reporting solutions.

Alternative Asset Services
Banking & Liquidity Services
Capital Markets
Data Solutions
Front & Middle Office Services
Fund Services
Securities Services
Retirement Solutions

We are one of the world’s largest faith-based asset managers, with approximately $3 Billion in assets under management. We construct innovative and efficient investment strategies that appropriately position clients for risk. Our services include mutual funds, ETFs, multi-asset solutions, retirement plan solutions and outsourced investment solutions.

Strategies	Solutions
Equity Fixed Income Multi-Asset Alternatives	Sustainable Investing Retirement Liquidity Outsourced CIO FlexShares ETFs Mutual Funds

INVESTMENT MANAGEMENT

WEALTH MANAGEMENT

As a market leader in wealth management services for faith-based organizations, individuals and families, we offer a full array of comprehensive solutions including financial planning, private banking, trust & estate services, philanthropy and family office services.

Investing

Wealth Planning Advisory Services
Trusts & Estate Services
Banking
Business Owner Services
Global Family Office Services
Non-Profit Services

Give your goals momentum with the latest insights from our asset servicing, investment management and wealth management experts.

Topics
Market & Investment Trends Economic Trends & Insights Regulatory Development Portfolio Strategies Securities Services Technology & Data Wealth Planning

Areas Of Expertise
Retail Lending Insurance Healthcare Real Estate Asset Servicing Service Industry Food Processing Financial Services Mining & Minerals	Risk Management Agricultural Industry Wealth Management Trusts / Asset Protection Investment Management Energy / Alternative Energy Manufacturing / Operations Entertainment / Sports / Art Telecom, Technology & Media Distribution, Transportation & Logistics

ASSET SERVICING

INVESTMENT MANAGEMENT

WEALTH MANAGEMENT

INSIGHTS & RESEARCH