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About Global Institutional Consulting1

Global Institutional Consulting includes experienced investment  advisors who specialize in serving institutional clients.  Whether you are looking to outsource or supplement your current investment strategies, Global Institutional Consulting offers a broad breath of resources and fiduciary care to your organization. 

Watch our video to learn more.

Customized investment strategies for your organization

We work together with your Chief Financial Officer, board of directors and investment committees to help your team make research-driven investment decisions – by clearly understanding your goals, helping you to manage risk and focusing on your outcomes.

With over 40 years experience working with institutional clients, we service a wide variety of organizations, including:
  • Corporations
  • Foundations and Endowments
  • Nonprofit organizations
  • Faith-based organizations
  • Healthcare and insurance providers
  • Union and Taft-Hartley funds
  • Educational institutions
  • Family offices

Our Process

Together we will explore the unique financial challenges your organization faces and develop a tailored investment strategy that is consistent with your culture, goals, preferences, and risk profile.

During the discovery process, Global Institutional Consulting will uncover insights into:

  • Your investment committee's mindset about risk
  • The elements that define your institution's investment approach
  • How to reinforce your institution's investment policy to support your decision making

Insights in action

Our strategic partnerships, proprietary award-winning research and commitment allow us to better support you and your institution.

An experienced due diligence team from the Chief Investment Office with an informed perspective and research-driven advice and guidance.

Skilled and flexible oversight ranging from non-discretionary, client-directed, or full-discretionary Outsourced Chief Investment Officer (OCIO) service to help you fulfill your fiduciary responsibilities.

Award-winning BOA Global Research7  to inform investment strategies that help you focus on financial outcomes and manage risk.

BofA Securities was listed No. 1 on the 50th annual All-America Research Team Survey 2021, in a sector for environmental, social, and governance research8

Environmental, social and corporate governance $100B commitment to support the environmental transition to a low-carbon economy.9

$1.25 billion commitment over 5 years, to accelerate work underway to help advance racial equality and economic opportunity.10

Keeping your assets safe with a $1 billion investment in cyber security.11

Award-winning advisors

Global Institutional Consulting is a select group of advisors with specialized experience with institutions.

  • Recognized on the following lists:
    • Barrons’ Top 1200 Advisor Rankings by State 2021 list12
    • Barron's Top 100 Institutional Consultants 2021 list13
    • Barron’s Top 100 Financial Advisors 202114
    • Barron’s Top Women Financial Advisors 202115
    • Working Mother Magazine 2021 list16
  • Committed to keeping current on industry and market issues and investment skills through continuing education
  • Credentialed with industry designations like CIMA® (Certified Investment Management Analyst®)17 or CFA® (Chartered Financial Analyst®)17
Section
Find a Global Institutional Consultant

Find a Global Institutional Consulting Team

There is no substitute for a one-on-one conversation with a Global Institutional Consultant.

Email us at: 

You play an important role in making a positive difference for your institution

Global Institutional Consulting understands your commitment and is here to help. Watch our video to learn more. 

 

IMPORTANT INFORMATION

Investing involves risk, including possible loss of principal. Past performance, rebalancing and asset allocation do not ensure a profit or protect against loss.

 

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation (BofA Corp.).

 

Retirement and Personal Wealth Solutions is the institutional retirement business of Bank of America Corporation (“BofA Corp.”) operating under the name “Bank of America.” Investment advisory and brokerage 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 dually registered broker-dealer and investment adviser and Member SIPC . Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC.

 

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). 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 dually registered broker-dealer and investment adviser and Member SIPC 

 

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

 

Investment Products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

 

2 Institutional Investment Consulting is a non-discretionary investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith available to institutions with $20 million or more in assets.

Merrill Lynch Investment Advisory Program (IAP) is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith (also referred to as “MPLFS” or “Merrill”).

4 Defined Benefit Discretionary (OCIO) is an investment advisory service sponsored by Merrill Lynch, available in either an advisory model or full discretionary model.

5 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 Bank of America Corporation (“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. Brokerage services may be performed by wholly-owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”).

6 Philanthropic Discretionary Investment Management (OCIO) offered through Bank of America Private Bank. Bank of America will act as a co-fiduciary for investment management and will manage plan assets consistently with the duties and standards established under ERISA.

7 Institutional Investor magazine announced BofA Global Research as one of the top global research firms in 2020 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 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. 

8 Institutional Investor’s 2021 All-America Research Team ranking, 2021. The Institutional Investor 2021 All-America Research Team 50th edition of the All-America Research Team, II surveyed money managers at 1,400 institutions managing an estimated $10 trillion in US equity assets. This year, participants rated their top firms in each sector and then separately rated individual analysts or economists/strategists at those firms to create two distinct rankings for each sector. A numerical score was produced by weighting each vote by the respondent’s US equity commissions and the average rating awarded. The same scores were weighted by each voting firm’s US equity assets under management to produce the AUM-weighted rankings. 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.

9 2020 Bank of America Annual report 

 

10 Bankofamerica.com.

 

11 Number approximate for 2021.


12 Barron's "Top 1,200 Financial Advisors" list, March 12, 2021. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's 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 of the advisor. In 2021, 26 GIC advisers were named on a list of 1200.

13 The Barron's "Top 100 Institutional Consulting Teams" list, April 2021. The Barron's "Top 100 Institutional Consulting Teams" ranking evaluated advisors on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's 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 of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. In 2015, 6 GIC advisor teams were named on a list of 30; in 2016, 9 GIC advisors were named on a list of 30; in 2017, 6 GIC advisors were named on a list of 30; in 2018, 6 GIC advisors were named on a list of 50; in 2019, 12 GIC advisors were named on a list of 50; in 2020, 1 GIC advisor was named on a list of 50. In 2021, 26 GIC advisors were named on a list of 100. 

14 The Barron's "Top 100 Financial Advisors" list, April 16, 2021. The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's 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 of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. In 2021, 2 GIC Advisors were names on a list of 100.

15 The Barron's "Top 100 Women Financial Advisors" list, June 18, 2021. The Barron's "Top 100 Women Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's 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 of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. In 2021, 2 GIC advisors were names on a list of 100.

16 The Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list considers wealth advisors who are mothers with children living at home and under the age of 18 (Sept 2020). The ranking algorithm is based on qualitative measures derived from interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Rankings are based on the opinions of Working Mother and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. For more information, visit https://www.workingmother.com/top-wealth-Advisor-moms-2018. All rights reserved. In 2020, 1 GIC advisor was names on a list of 300.

 

17 CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.