Consulting & Research Services

Wafra partners with large institutional investors to address their unique investment and non-investment needs.

Our team’s flexibility allows us to add value across a spectrum of institutional challenges including asset allocation and investment analysis consulting, as well as other management and administrative services. A selection of capabilities include:

Strategy & Research

We combine market research with insights on best practices to help clients make decisions on institutional strategy and investment program design

Case Study: Conducted a study for a $17 billion U.S public pension on approaches to controlling fees and capturing return

Capabilities Building

We help clients improve operational management of their investment portfolios by developing tools, designing processes and providing training on best practices

Case Study: Co-created a bespoke deployment planning tool with Wafra’s $135+ billion parent organization