Investments Consulting & Management

Ellement's Investment services deliver client-centred, strategic solutions for asset growth and risk management. With a commitment to transparency, operational excellence, and forward-thinking strategies, we help clients achieve sustainable, resilient financial outcomes.

Learn More

Why Choose Ellement for Investments

Your Trusted Investment Partner

We focus on proactive, transparent solutions that meet regulatory needs and empower clients to plan confidently for the future.

Our Commitment to Independence

We provide objective, client-focused consulting, with no external monetary ties. 100% of our compensation comes directly from our clients.

Simplifying Investment Success

We cut through complexity, offering clear, customized strategies grounded in good governance to achieve long-term portfolio success.

Tailored Investment Strategies

Our team uses rigorous analysis and offers access to the full investment universe, ensuring strategies reflect each client’s unique beliefs, goals, and objectives.

About Ellement

Differentiation through Customization

Ellement's investment consulting practice provides comprehensive, tailored solutions for pension plans, foundations, endowments, insurance companies, and trust funds. Guided by Customer Obsession, we prioritize understanding and aligning with each client's unique investment beliefs, goals, and objectives. Our investment team, driven by Service with Integrity, brings deep expertise in financial risk, market dynamics, asset classes, and portfolio construction. We pride ourselves on delivering customized strategies that reflect our clients' values and objectives. Through Operational Excellence, we leverage advanced tools and robust research capabilities, avoiding "one-size-fits-all" solutions and ensuring results that resonate with each client's mission.

‍

At Ellement, we act as a fiduciary partner, embodying our Partnership principle to provide proactive, ethical guidance that helps clients confidently achieve their investment goals. By integrating Strategic Foresight, we empower clients to navigate complexity and succeed in an ever-changing financial landscape.

Our

Investments

Services

Investment Consulting

Ellement’s investment consulting delivers customized strategies that align portfolios with client beliefs, goals, and objectives while optimizing performance and mitigating risk. Our team combines in-depth market expertise with a client-first approach to create tailored solutions that adapt to changing financial landscapes. Focusing on governance, compliance, and proactive communication, we ensure our clients achieve sustainable growth and meet their long-term financial objectives.

Performance Measurement

Ellement’s performance measurement services offer robust, transparent analysis to track returns against benchmarks and peers. Our tailored reports highlight performance and the risk taken to achieve it, empowering clients to make informed decisions. By integrating advanced analytics with clear, actionable insights, we ensure that clients understand the effectiveness of their investment strategies and can drive ongoing improvements.

Manager Monitoring and Evaluation

Ellement provides comprehensive monitoring of investment managers to ensure alignment with client goals, performance benchmarks, and market expectations. Our independent evaluation process tracks organizational, team, and strategy changes, offering clients a full picture of their managers’ effectiveness. Through proactive updates and insights, we enable clients to promptly address risks and capitalize on opportunities.

Manager Selection

Ellement’s manager selection process combines qualitative and quantitative analysis to identify top-performing investment managers. We assess alignment with client goals, performance history, and market dynamics to ensure optimal results. Our independence allows us to access a broad universe of managers, delivering strategic recommendations tailored to achieve sustainable, risk-adjusted returns for our clients.

Asset Mix Studies

Ellement’s asset mix studies optimize portfolio allocation by analyzing risk, return, and market trends. We craft portfolio strategies tailored to client-specific objectives, ensuring a balanced approach that maximizes long-term growth while minimizing exposure to volatility. Our data-driven insights help clients adapt their portfolios to evolving conditions and meet their strategic goals confidently.

Investment Policy Review and Revision

Ellement’s investment policy expertise helps clients refine and update their policies to align with evolving objectives, regulatory requirements, and market realities. We offer a detailed analysis of current policies, providing clear recommendations to strengthen governance, enhance compliance, and drive portfolio performance. Our collaborative approach ensures policies remain relevant and effective in achieving financial goals.

Multi-Employer

Ellement is a trusted partner in multi-employer benefit solutions, offering deep expertise across benefits, pension, actuarial, investment consulting, and administration services.

Learn more

Corporate

Ellement delivers comprehensive consulting for corporate clients across benefits, pension, actuarial, investment, and administrative needs.
‍

Learn more

Markets

Markets Expertise

We draw on extensive experience to provide a wide-range of actuarial and administrative

See All Markets