Bank of America Global Institutional Consulting draws upon a powerhouse of sophisticated investment consulting capabilities, resident in a firm rich with global financial solutions and capabilities. Our rigorously trained Global Institutional Consultants subscribe to a philosophy that reaches beyond the investments and is designed to help organizations ultimately redefine success, manage risk and focus on the real goal—the ability to fulfill their mission.
Global Institutional Consulting provides a full suite of investment solutions including portfolio strategies, investment consulting services, retirement solutions and institutional philanthropic management to clients, ranging from family offices to nonprofit organizations to retirement systems.The Power of the Right Organization
Drawing on the global expertise and singular focus, Bank of America Global Institutional Consulting at the firm dates back 40 years which makes us one of the country's largest and oldest institutional consulting firms. You can count on thoughtful, independent and research-driven advice delivered with your interest at its core.
We draw upon the full resources of the Investment Management and Guidance (IMG) group, which includes professionals that drive investment consulting research. Our research efforts are also supported by BofA Global Research, which has been ranked as the # 1 Top Global Research Firm by Institutional Investor.*
We also leverage Merrill's Alternative Investments Group, which has one of the largest and longest standing alternative investment capabilities in the industry. With over 100 professionals in several offices around the globe, the group provides clients with sourcing, due diligence, selection, implementation and tracking.The Power of the Right Consultant
Understanding the enduring value of a relationship based on trust, we are dedicated to serving the needs of institutional clients and providing them with guidance to help navigate the complex institutional market while addressing their financial objectives and goals. We bring a coordinated team of consulting professionals with deep backgrounds in finance and investments.The Power of the Right Approach
Mobilizing all that Merrill can do for you, our institutional consultants offer an innovative, robust, and customized suite of investment solutions and strategies for institutional clients—capitalizing on our global scale to stay abreast of changing market conditions. The result is a dynamic investment portfolio that is timely and timeless—reflective of the daily conditions of the marketplace, yet grounded in sound market fundamentals. We have been leaders in advocating open architecture investment solutions for institutions, solutions that are rooted in deep analysis and the extensive resources of a global firm. We provide institutional investors with innovative strategies tailored to their distinct financial goals.Global Institutional Consulting Capabilities
1. Strategic planning and the development of effective investment governance structures
2. Spending policy analysis
3. Asset / liability modeling
4. Investment Policy Statement (IPS) development or refinement
5. Investment strategy implementation
- Strategic asset allocation studies, including alternative asset classes
- Portfolio construction
- Investment manager search / selection
- Due diligence, both quantitative and qualitative
- Performance tracking
- Manager performance analysis, attribution analysis
- Portfolio risk studies and market risk evaluations
- Presentations and briefings to oversight committees
6. Board and committee education
- Global investments and markets
- Best practices
7. BofA Global Research, as well as third-party research
8. Donor development and fund-raising
9. Support requests from auditors and examiners
10. Trust and custody arrangements
*Solutions are based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Institutional Investor magazine announced BofA Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview . Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.