Clients & Testimonials

Some of our clients and organizations we have worked with:

     

                      

RBC Global Asset Management (U.S.)


 

Here is what others have to say:

"I believe your paper, “The Asset Return – Funding Cost Paradox: The Case for LDI”, approaches reality more nearly, bears more truth, than any other ideas that I have encountered thus far."

- Ralph Loader, President Quaero Investment Solutions Inc.

 

"Norman is very creative and has produced some of the best independent research that I've seen.  He continues to advance the theories and practices of Liability Driven Investing in an effort to improve the health of defined benefit pension plans."

- Jamie Jackson, Managing Principal, Stairway Partners, LLC

"… He is one of the leading industry experts in LDI and was able to effectively deliver the strategy in a consultative fashion to large, sophisticated corporate pension plans …"

- Brian Reed, Vice President, RiverSource Investments