Institutional Investments

Connex provides business intelligence services to the senior investment officers from leading institutions in both the United States and Canada.

We give our clients a real and measurable competitive advantage by ensuring they have access to truly independent research and information that allows them to make more informed decisions about asset allocation and investment strategies.

Our unique approach to research is based on the central premise that one's peers are a uniquely valuable source of expert knowledge. Our deep relationships with our clients enable us to aggregate insight and information that goes far beyond the data available to any single individual. In addition, we work with and tap into the knowledge of many of the leading investment consulting firms as our services perfectly complement their role as "advisor in chief". Finally, we use a process of peer review to identify leading asset management firms that can best meet the demanding and diverse needs of our clients.

If as a Chief Investment Officer you made a list of the biggest challenges you face what would be on it? How much time will it take to make real progress on those issues? How much money and time will be wasted in that process? Now, scanning that list, what are the chances that one or more of your peers, somewhere around the country, has made substantial progress at solving those challenges? This is the situation that describes our Members. An intimidating list of challenges, bias advice, a myriad of options and strategies, and constant contact from managers offering to make it all go away.

By using Connex investors have a cost effective Meta search tool that provides real examples of what worked, unbiased insights into what didn't and through a process of peer review the identification of leading asset management firms that have a track record of best meeting these demanding needs.